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

Renewal - EasyEntra license- 4800 users with support and Updates 1 Year

Back to opportunity

Contract valueUSD 7,349.00

Lead age0 days so far

Events recorded3

Stages cleared1 of 8

GHL Lead
Salesforce Lead
Account / Contact / Opportunity
QuotePresented, not yet accepted
Won
Order(s) booked
Invoiced
Paid

Deal opened
Deal
USD 7,349.00
Oct 12, 2026, 3:38 PM
StatusNot startedOpen
Technical details
Event code
OpportunityCreated
Record type

Sales.Opportunity

Record id

01a15de4-7ea5-7931-8e43-2d12c6cda1b1

Observed by the platform

Oct 21, 2026, 2:56 AM

Recorded

Oct 21, 2026, 2:56 AM

Same day as the previous step

Deal moved to a new stage

Deal

No value recorded

Oct 12, 2026, 3:38 PM

StageOpenQualify

Technical details

Event code: OpportunityStageChanged
Record type: Sales.Opportunity
Record id: 01a15de4-7ea5-7931-8e43-2d12c6cda1b1
Observed by the platform: Oct 12, 2026, 3:38 PM
Recorded: Oct 21, 2026, 2:57 AM

Same day as the previous step

Quote drafted

Quote

USD 7,349.00

Oct 12, 2026, 3:38 PM

StatusNot startedDraft

Technical details

Event code: QuoteCreated
Record type: Quoting.Quote
Record id: 01a15de4-9131-77f7-afa4-8200559aad6a
Observed by the platform: Oct 21, 2026, 2:57 AM
Recorded: Oct 21, 2026, 2:57 AM