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The payments pipeline is in need of a refresh to make sure it is
up-to-date
able to provide meet reporting needs
showcases the universe of potential agencies in CA who could be prospects
To achieve those things we need to,
Import missing prospective deals into the payments pipeline. Status: Import prep in progress in this spreadsheet
sort existing deals and ensure deal owner assignments are accurate so the pipeline is up-to-date
Create new stages
Create new tags. Status: Tags have been determined but need to be created
The Payments pipeline guide also needs to be revived and updated to make sure it reflects the needs and mechanics of the updated pipeline. This is tracked in #541
The text was updated successfully, but these errors were encountered:
The payments pipeline is in need of a refresh to make sure it is
To achieve those things we need to,
Import missing prospective deals into the payments pipeline.
Status: Import prep in progress in this spreadsheet
sort existing deals and ensure deal owner assignments are accurate so the pipeline is up-to-date
Create new stages
Create new tags.
Status: Tags have been determined but need to be created
The Payments pipeline guide also needs to be revived and updated to make sure it reflects the needs and mechanics of the updated pipeline. This is tracked in #541
The text was updated successfully, but these errors were encountered: