Sales Pipeline
Updated: 2026-06-04
CRM-style lead list. Updated by the Sales agent via sales: [task] in #sales.
Active leads
| Lead |
Company |
Service |
Stage |
Owner |
Next action |
Last contact |
| — |
— |
— |
— |
— |
— |
— |
No active leads yet. Add with: sales: add lead [name], [company], [service], [stage]
Won
| Lead |
Company |
Service |
Value |
Close date |
| — |
— |
— |
— |
— |
Lost / On hold
| Lead |
Company |
Reason |
Revival date |
| — |
— |
— |
— |
Stage definitions
| Stage |
Meaning |
identified |
Know the prospect; no contact yet |
contacted |
Outreach sent; no response |
engaged |
Two-way conversation started |
qualified |
Confirmed: budget + problem + decision-maker |
proposal |
Proposal sent; awaiting decision |
won |
Deal closed |
lost |
Declined or no response after 3 follow-ups |
on-hold |
Interested but not ready |