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

Promethean OPS-M i7 with vPro

Back to opportunity

Contract valueUSD 1,544.73

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 1,544.73
Oct 20, 2026, 12:43 PM
StatusNot startedOpen
Technical details
Event code
OpportunityCreated
Record type

Sales.Opportunity

Record id

01a15de4-82af-74ad-ba6a-6ea943341bea

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 20, 2026, 12:43 PM

StageOpenSolutioning

Technical details

Event code: OpportunityStageChanged
Record type: Sales.Opportunity
Record id: 01a15de4-82af-74ad-ba6a-6ea943341bea
Observed by the platform: Oct 20, 2026, 12:43 PM
Recorded: Oct 21, 2026, 2:57 AM

Same day as the previous step

Quote drafted

Quote

USD 1,544.73

Oct 20, 2026, 1:05 PM

StatusNot startedDraft

Technical details

Event code: QuoteCreated
Record type: Quoting.Quote
Record id: 01a15de4-9b41-740a-be65-ff0a6edb35bf
Observed by the platform: Oct 21, 2026, 2:57 AM
Recorded: Oct 21, 2026, 2:57 AM