Capture the opportunity
Add the customer, deal value and owner while the conversation is fresh.
Keep customer context, deal values and follow-up work in one place. When a deal is won, operations can pick it up without another spreadsheet.
Use your own sample inputs. Inspect the result at every step.
Add the customer, deal value and owner while the conversation is fresh.
Keep the pipeline current as an enquiry becomes a proposal and a won deal.
Launch the next workflow with customer details already attached.