UU3.EU relationship WHOWHAT.EU management GODOGOOD.EU planning contact 3NO.ONE customer


1		Companies	Copper Tip ➜	A Company is an organizational entity that you are either doing business with now, or may be doing business with soon. You should use tags to group different companies together so you can filter for them easily later.								EDIT
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1		Opportunities	Copper Tip ➜	An Opportunity represents any kind of business development effort that you would like to track and move along through a process. Make sure to accurately update your expected close date. This will allow you to better forecast what your expected sales are for the end of your sales cycle.								EDIT
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3	Tag	Name	Company	Stage	Value	Close Date	Win %	Status	Loss Reason	Priority	Source	Description

4	Plan	project GODOGOOD
5	High	UU3.EU
6	Low	3NO.ONE
7	Estimate	WHOWHAT.EU
8	Followup	FreelanceFriends.eu
9	Investment	GODOGOOD.EU
10	Ongoing	GODOGOOD.EU
11	Hot/Strategic	GODOGOOD.EU
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1	Settings				EDIT
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3	People / Company	Opportunities
4	Contact Type	Stage	Status	Source	Loss Reason
5	ALL	ALL	ALL	ALL	ALL
6	Potential Customer	Qualified	Open	Advertising	Competitor
7	Current Customer	Follow-up	Won	Cold Call	Features
8	Other	Presentation	Lost	Email	Price
9		Contract Sent	Abandoned	Other	None
10		Negotiation	Negotiation


1							EDIT
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4	LET'S WORK TOGETHER
5	UU3.EU / WHOWHAT.EU						SLACK
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7	FOCUS ON CONTACTS, GOALS, MISSION, TASKS
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16	GODOGOOD.EU TOOLS			FREELANCEFRIENDS
17				FF START
18						WIYFW
19	1	ABC123 NEWS	2	STARTPAGE	3	WEBPAGES / PROJECTS
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23	3NO.ONE ORGANISING, EVENTS, SUPPORT, COACHING,... SUPPORT, TEAMWORK,..
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26	TASKMANAGER, DASHBOARD, TOOLKIT
27	Think of the Dashboard tab as your control panel for your opportunities. You'll see the following information: - The total value of all your opportunities - Total number of People, Companies, and Opportunities in this CRM - The number of Opportunities by stage and the value of Opportunities by stage This is a great place to start planning your daily goals!
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29	People
30	A Person is someone you have already qualified to do business with. They may be a current customer, potential customer, or some other type of contact or relationship. This is the Person that works for a Company you want to do business with.
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33	Companies
34	A Company is an organizational entity that you are either doing business with now, or may be doing business with soon. We like to think of the Company as the building that the People you are dealing with work in. The Company record is the top level record that we relate other records such as People or Opportunities to.
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38	Opportunities
39	An Opportunity represents any kind of business development effort that you would like to track and move along through a process. You could also call an Opportunity a "deal" or a "sale". An Opportunity could represent the sale of a product, billings associated with services, or an activity that has no direct monetary value, like increasing your press coverage.
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43	Setting
44	This is where you define the following items that will set the data rules in your Sheet: - Contact Type for People and Company - Stage, Status, Source, and Loss Reason for Opportunities You'll want to adjust this to what makes the most sense for your business process.


1	Dashboard							EDIT

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4	SALES	TOTAL NUMBER OF
5	€0.00		0	People	3	Companies		8	Opportunities
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11							Stage	Count
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19							#VALUE!
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