TBD - Sales to document
Ready to Contract
TBD - Sales to document
Closed/Won
- When a deal goes to Closed/Won in Hubspot:
- 📧 Onboarding email is sent to dealer by a Hubspot Workflow (Sample email - see below) and Sales rep is CC'd.
- ✴️ When a lead status is set to Ready to Contract, the Zapier Zap Push Won Deal to Monday (owned by Nan) creates a new item on the Monday Sales Pipeline board.
- Sales rep is to reach out and call the dealer per CK to offer a demo, answer any questions, ensure they know what they signed up for, etc.
