Deal journey

IX Test- V1

Back to opportunity

Contract valueUSD 444.00

Lead to won2 days

Events recorded9

Stages cleared3 of 8

GHL LeadNo activity for 14+ days
Salesforce Lead
Account / Contact / Opportunity
QuotePresented, not yet accepted
Won
Order(s) bookedNo activity for 14+ days
InvoicedNo activity for 14+ days
PaidNo activity for 14+ days

Lead converted to a deal
Lead
No value recorded
Apr 20, 2026, 5:00 PM
StatusNewConverted
Technical details
Event code

LeadConverted

Record type

Sales.Lead

Record id

01a0ef4b-3215-747e-802b-82b2c7cd3a83

Observed by the platform

Sep 29, 2026, 3:31 PM

Recorded

Sep 29, 2026, 3:31 PM

Same day as the previous step

Deal opened

Deal

USD 444.00

Apr 21, 2026, 9:25 AM

StatusNot startedOpen

Technical details

Event code: OpportunityCreated
Record type: Sales.Opportunity
Record id: 01a0ef70-0525-70fa-84b2-e19f6732cb1b
Observed by the platform: Sep 30, 2026, 4:29 AM
Recorded: Sep 30, 2026, 4:29 AM

Same day as the previous step

Deal moved to a new stage

Deal

No value recorded

Apr 21, 2026, 9:25 AM

StageOpenQualify

Technical details

Event code: OpportunityStageChanged
Record type: Sales.Opportunity
Record id: 01a0ef70-0525-70fa-84b2-e19f6732cb1b
Observed by the platform: Apr 21, 2026, 9:25 AM
Recorded: Sep 30, 2026, 6:35 AM

Same day as the previous step

Deal moved to a new stage

Deal

No value recorded

Apr 21, 2026, 9:28 AM

StageQualifyDiscover

Technical details

Event code: OpportunityStageChanged
Record type: Sales.Opportunity
Record id: 01a0ef70-0525-70fa-84b2-e19f6732cb1b
Observed by the platform: Apr 21, 2026, 9:28 AM
Recorded: Sep 30, 2026, 4:31 AM

Same day as the previous step

Deal moved to a new stage

Deal

No value recorded

Apr 21, 2026, 9:29 AM

StageDiscoverSolutioning

Technical details

Event code: OpportunityStageChanged
Record type: Sales.Opportunity
Record id: 01a0ef70-0525-70fa-84b2-e19f6732cb1b
Observed by the platform: Apr 21, 2026, 9:29 AM
Recorded: Sep 30, 2026, 4:31 AM

1 day after the previous step

Quote drafted

Quote

USD 444.00

Apr 23, 2026, 6:09 AM

StatusNot startedDraft

Technical details

Event code: QuoteCreated
Record type: Quoting.Quote
Record id: 01a0ef84-2dd4-7d47-aa30-5bb69122b4f5
Observed by the platform: Sep 30, 2026, 4:30 AM
Recorded: Sep 29, 2026, 4:33 PM

Same day as the previous step

Quote sent to customer

Quote

USD 444.00

Apr 23, 2026, 6:09 AM

StatusDraftPresented

Technical details

Event code: QuotePresented
Record type: Quoting.Quote
Record id: 01a0ef84-2dd4-7d47-aa30-5bb69122b4f5
Observed by the platform: Sep 30, 2026, 4:30 AM
Recorded: Sep 30, 2026, 4:30 AM

Same day as the previous step

Deal won

Deal

USD 444.00

Apr 23, 2026, 6:15 AM

StatusWon

Technical details

Event code: OpportunityWon
Record type: Sales.Opportunity
Record id: 01a0ef70-0525-70fa-84b2-e19f6732cb1b
Observed by the platform: Sep 30, 2026, 4:29 AM
Recorded: Sep 30, 2026, 4:29 AM

Same day as the previous step

Order created

Order

USD 1,776.00

Apr 23, 2026, 6:15 AM

StatusNot startedDraft

Technical details

Event code: OrderCreated
Record type: Ordering.Order
Record id: 01a0ef85-c67b-79ac-99df-35519be2507b
Observed by the platform: Sep 30, 2026, 4:30 AM
Recorded: Sep 29, 2026, 4:35 PM

Linked systems

STSG - Prod (Salesforce)Lead
00QRB00000pJK7J2AWLast observed Oct 21, 2026, 3:34 AM

Deal journey

Lead converted to a deal

Deal opened

Deal moved to a new stage

Deal moved to a new stage

Deal moved to a new stage

Quote drafted

Quote sent to customer

Deal won

Order created