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 - MCH (Healthy Kids JBS Clinic) HP Thin Client T655 Wifi Qty 1 of 9B4D3

Back to opportunity

Contract valueUSD 615.75

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 615.75
Oct 9, 2026, 12:16 PM
StatusNot startedOpen
Technical details
Event code
OpportunityCreated
Record type

Sales.Opportunity

Record id

01a15de4-7edf-79a2-9d03-b132cff80077

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, 12:16 PM

StageOpenQualify

Technical details

Event code: OpportunityStageChanged
Record type: Sales.Opportunity
Record id: 01a15de4-7edf-79a2-9d03-b132cff80077
Observed by the platform: Oct 9, 2026, 12:16 PM
Recorded: Oct 21, 2026, 2:56 AM

Same day as the previous step

Quote drafted

Quote

USD 615.75

Oct 9, 2026, 12:16 PM

StatusNot startedDraft

Technical details

Event code: QuoteCreated
Record type: Quoting.Quote
Record id: 01a15de4-9111-72d1-bb33-91bebac7a98a
Observed by the platform: Oct 21, 2026, 2:57 AM
Recorded: Oct 21, 2026, 2:57 AM