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 - Renew Citrix Cloud 25+15 total 40 3 of 3rd year Commitment

Back to opportunity

Contract valueUSD 8,475.00

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 8,475.00
Oct 9, 2026, 11:56 AM
StatusNot startedOpen
Technical details
Event code
OpportunityCreated
Record type

Sales.Opportunity

Record id

01a15de4-7eb0-7081-aaa3-1404c5da2584

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 9, 2026, 11:56 AM

StageOpenQualify

Technical details

Event code: OpportunityStageChanged
Record type: Sales.Opportunity
Record id: 01a15de4-7eb0-7081-aaa3-1404c5da2584
Observed by the platform: Oct 9, 2026, 11:56 AM
Recorded: Oct 21, 2026, 2:56 AM

Same day as the previous step

Quote drafted

Quote

USD 8,475.00

Oct 9, 2026, 11:56 AM

StatusNot startedDraft

Technical details

Event code: QuoteCreated
Record type: Quoting.Quote
Record id: 01a15de4-90d1-74f0-a4dc-04167a452434
Observed by the platform: Oct 21, 2026, 2:57 AM
Recorded: Oct 21, 2026, 2:57 AM