Lead/Prospect

Please use this form to add new deals to the Sales pipeline in ActiveCampaign. If you need to enter a renewal deal, please use the renewal form.

  • Lead = Anyone who reaches out to us and is coming towards us. They have an interest in Seven Stones and they've asked for more information.
    Prospect = Anyone with whom we've had a conversation and there is a next phase such as a proposal and then possibly LOE.
  • Will the clients related to this deal need to individually go through the Client Care process? Yes=Yes | No = they skip to the Active Client stage in the Client Care Pipeline once they become a client and do not receive normal client care onboarding.