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add opportunity notes section.md #9544

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Oct 4, 2024
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add opportunity notes section.md #9544

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6 changes: 6 additions & 0 deletions contents/handbook/growth/sales/crm.md
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Expand Up @@ -192,6 +192,12 @@ The renewal pipeline stages are:
7. Closed Won (100%) - They have signed the contract.
8. Closed Lost (0%) - At some point in the pipeline they decided not to renew. We should make a note as to the reasons why and optionally set a reminder task to follow up with them if we have improvements that could change their mind on our roadmap.

### Opportunity Notes
The "Opportunity Notes" section is to track key actions and next steps to manage an opportunity and avoid missed follow-ups. It has the following fields:
- Next Steps: Add actions or tasks required to move the opportunity forward. Be clear and concise to ensure anyone reviewing the opportunity understands what needs to happen next.
- Next Step Date: Enter the date by which the next step should be completed. This helps in maintaining timelines and keeping follow-ups on track.


## All done - now what?

This is just the beginning of what will hopefully be an awesome relationship with a new customer!
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