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1.6 KiB
1.6 KiB
| 1 | Name | StageName | CloseDate | Amount | Probability | Type | LeadSource | NextStep | Description | Account.Name |
|---|---|---|---|---|---|---|---|---|---|---|
| 2 | Test Opportunity 001 | Prospecting | 2025-03-15 | 50000 | 10 | New Customer | Web | Initial discovery call | New opportunity from website lead | Test Import Account 001 |
| 3 | Test Opportunity 002 | Qualification | 2025-03-20 | 75000 | 20 | New Customer | Phone Inquiry | Schedule demo | Qualified lead from phone inquiry | Test Import Account 001 |
| 4 | Test Opportunity 003 | Needs Analysis | 2025-03-25 | 100000 | 40 | Existing Customer - Upgrade | Partner Referral | Present solution options | Upgrade opportunity from partner | Test Import Account 002 |
| 5 | Test Opportunity 004 | Value Proposition | 2025-04-01 | 150000 | 50 | New Customer | Trade Show | Send proposal | Trade show lead in negotiation | Test Import Account 002 |
| 6 | Test Opportunity 005 | Proposal/Price Quote | 2025-04-10 | 200000 | 65 | New Customer | Web | Follow up on proposal | Proposal sent awaiting response | Test Import Account 003 |
| 7 | Test Opportunity 006 | Negotiation/Review | 2025-04-15 | 250000 | 80 | Existing Customer - Replacement | Employee Referral | Finalize contract terms | Replacement deal in final stages | Test Import Account 003 |
| 8 | Test Opportunity 007 | Prospecting | 2025-04-20 | 30000 | 10 | New Customer | Other | Initial outreach | Cold outreach opportunity | Test Import Account 004 |
| 9 | Test Opportunity 008 | Qualification | 2025-04-25 | 45000 | 20 | New Customer | Web | Qualify budget | Inbound lead qualification | Test Import Account 005 |
| 10 | Test Opportunity 009 | Needs Analysis | 2025-05-01 | 125000 | 40 | New Customer | Partner Referral | Technical assessment | Partner referral in analysis | Test Import Account 006 |
| 11 | Test Opportunity 010 | Closed Won | 2025-02-28 | 175000 | 100 | New Customer | Trade Show | Contract signed | Successfully closed deal | Test Import Account 007 |