Lead-to-CashRevenue Visibility

Management experience

Executive Overview
Customer Journeys

Sales objects

Leads
Persons (Contacts)
Accounts
Opportunities
Quotes
Orders
Contracts
Subscriptions
Assets

Setup

Data Quality
Integrations
Administration

Management Experience

Deal journey

Shawn Douglas

Back to opportunity

Contract valueUSD 0.00

Lead age0 days so far

Events recorded2

Stages cleared1 of 8

GHL LeadNo activity for 14+ days
Salesforce LeadNo activity for 14+ days
Account / Contact / Opportunity
QuoteNo activity for 14+ days
WonNo activity for 14+ days
Order(s) bookedNo activity for 14+ days
InvoicedNo activity for 14+ days
PaidNo activity for 14+ days

Deal opened
Deal
No value recorded
Mar 2, 2026, 1:59 PM
StatusNot startedOpen
Technical details
Event code
OpportunityCreated
Record type
Sales.Opportunity

Record id

01a0f341-d354-754e-91e0-a65844458f74

Observed by the platform

Sep 30, 2026, 9:58 AM

Recorded

Sep 30, 2026, 9:59 AM

Same day as the previous step

Deal moved to a new stage

Deal

No value recorded

Mar 2, 2026, 1:59 PM

StageOpenQualify

Technical details

Event code: OpportunityStageChanged
Record type: Sales.Opportunity
Record id: 01a0f341-d354-754e-91e0-a65844458f74
Observed by the platform: Mar 2, 2026, 1:59 PM
Recorded: Sep 30, 2026, 9:59 AM