🎯
SALES FUNNEL

Opportunities Board

Qualified leads actively in negotiation through to CMO approval. The critical middle stage where deals are shaped and contacts/groups are auto-created.

📊 Opportunity Stages

01
In Negotiation
Initial discussions on deal terms and structure
02
PAP Preparation
Preparing Partner Agreement Package
03
Pending Approval
Awaiting CMO and Setup approval
04
Approved
Triggers auto-creation workflow
05
Lost/Rejected
Did not proceed to deal stage

Field Definitions

Field Name
Type
Purpose
Source
Required
Opportunity Name
Text
Opportunity identifier
Manual/From Lead
Yes
Contact Name
Text
Person's full name
Manual/From Lead
Yes
Contact Email
Email
Primary contact email
Manual/From Lead
Yes
Contact Phone
Phone
Contact phone number
Manual/From Lead
No
Contact Telegram
Text
Telegram @username
Manual/From Lead
No
Contact Title/Role
Text
Job title (e.g., "Affiliate Manager")
Manual
No
Company Name
Text
Company legal name
Manual/From Lead
Yes
Company Website
Link
Main company site
Manual/From Lead
No
Company Type
Dropdown
Business type classification
Manual
No
Options
Affiliate Network Media Buyer Webmaster Individual/Freelancer Agency Other
CMO Approval
Status
CMO approval status
Manual (CMO)
Yes
Status Options
Pending Approved Rejected
Setup Approval
Status
Setup/technical approval
Manual
Yes
Primary Contact
Connect
Links to Contacts board
Auto on approval
Auto
Related Group
Connect
Links to Groups board
Auto on approval
Auto
Created From Lead
Connect
Links to source Lead
Auto
Auto
Converted to Deal
Connect
Links to created Deal
Auto on approval
Auto
Contact Already Exists
Formula
Check if email exists in Contacts
Formula
Auto
Group Already Exists
Formula
Check if company exists in Groups
Formula
Auto
Account Manager
Person
Responsible AM
Manual/From Lead
Yes

⚡ On Approval Automation

When both CMO Approval and Setup Approval are set to "Approved", the following 5-step automation triggers:

1

Check Contact

Search by email, create if not found

2

Check Group

Search by company, create if not found

3

Link Contact

Connect Contact to Group

4

Create Deal

Copy fields, set status

5

Notify Team

Alert CMO & AM, create tasks