miniCrm Template

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P
1	Activity	Probability	Status	Compulsory Fields	Compulsory Fields script	Business Unit	Business Line	Product	Category	Sales Rep	Sales Rep Code	Sales Rep Country	PS/AM/SE	SE	Lost Reason	Source
2	Prospecting	0	New	Client, Business Contact, Business Unit, Source	client,contact,bu					acalatroni	AC	IT	cporetti	sromanazzi		Cross-Sell
3	Meeting	0.3	In Progress	Client, Business Contact, Business Unit, Comment	client,contact,bu,description	Generative AI Audience	Branding	ND	ND	agambino	AMG	IT	cdiaz	ND	Pricing too high	Up-Sell
4	Pitch	0.6	In Progress	Client, Business Contact, Business Unit, Business Line, Comment, Amount	client,contact,bu,bl,description,amount	Generative AI Audience	Performance	ND	ND	mrossi	MR	IT	ggrimaldi		Not enough budget	Direct
5	Feasibility	0.6	In Progress	Client, Business Contact, Business Unit, Business Line, Product, Category, Amount €, Brief (attachment), Presale/Account Manager, Comment	client,contact,bu,bl,product,category,amount,brief,presale,description	Generative AI Content	e-Commerce	Product Pages Creation	AI	kmauro	KM	IT	ND		Not interested	Referral
6	Offer	0.9	In Progress	Client, Business Contact, Business Unit, Business Line, Product, Category, Amount €, Brief (attachment), Presale/Account Manager, Comment, Start Date, End Date	client,contact,bu,bl,product,category,amount,brief,presale,description,start,end	Generative AI Content	e-Commerce	Product Pages Creation	Human	astona	AS	IT			No response	Event
7	Won	1	Closed	Client, Business Contact, Business Unit, Business Line, Product, Category, Amount €, Brief (attachment), Presale/Account Manager, Comment, Start Date, End Date	client,contact,bu,bl,product,category,amount,brief,presale,description,start,end	Generative AI Content	e-Commerce	Product Pages Creation	AI+Human	ndr.stona	ASP	IT
8	Lost	0	Closed	Client, Business Contact, Business Unit, Comment, Lost Reason	client,contact,bu,description,lost_reason	Generative AI Content	e-Commerce	Product Pages Translation	AI	sguddemi	SG	IT
9						Generative AI Content	e-Commerce	Product Pages Translation	Human	tmade	TM	IT
10						Generative AI Content	e-Commerce	Product Pages Translation	AI+Human	cporetti	CP	IT
11						Generative AI Content	Multimodal Content	Audio	AI	sromanazzi	SR	IT
12						Generative AI Content	Multimodal Content	Image	AI	ggrimaldi	GG	IT
13						Generative AI Content	Multimodal Content	Video	AI	lborges	LB	ES
14						Generative AI Content	Digital Channels	Social Generator	AI	spovedano	SP	ES
15						Generative AI Content	Digital Channels	Social Generator	Human
16						Generative AI Content	Digital Channels	Social Generator	AI+Human
17						Generative AI Content	Digital Channels	Content Creation	AI
18						Generative AI Content	Digital Channels	Content Creation	Human
19						Generative AI Content	Digital Channels	Content Creation	AI+Human
20						Generative AI Content	Digital Channels	Content Transformation	AI
21						Generative AI Content	Digital Channels	Content Transformation	Human
22						Generative AI Content	Digital Channels	Content Transformation	AI+Human
23						Generative AI Content	Enterprise Platform	ND	ND
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