afv-library/skills/platform-data-manage/assets/csv/opportunity-import.csv

1.6 KiB

1NameStageNameCloseDateAmountProbabilityTypeLeadSourceNextStepDescriptionAccount.Name
2Test Opportunity 001Prospecting2025-03-155000010New CustomerWebInitial discovery callNew opportunity from website leadTest Import Account 001
3Test Opportunity 002Qualification2025-03-207500020New CustomerPhone InquirySchedule demoQualified lead from phone inquiryTest Import Account 001
4Test Opportunity 003Needs Analysis2025-03-2510000040Existing Customer - UpgradePartner ReferralPresent solution optionsUpgrade opportunity from partnerTest Import Account 002
5Test Opportunity 004Value Proposition2025-04-0115000050New CustomerTrade ShowSend proposalTrade show lead in negotiationTest Import Account 002
6Test Opportunity 005Proposal/Price Quote2025-04-1020000065New CustomerWebFollow up on proposalProposal sent awaiting responseTest Import Account 003
7Test Opportunity 006Negotiation/Review2025-04-1525000080Existing Customer - ReplacementEmployee ReferralFinalize contract termsReplacement deal in final stagesTest Import Account 003
8Test Opportunity 007Prospecting2025-04-203000010New CustomerOtherInitial outreachCold outreach opportunityTest Import Account 004
9Test Opportunity 008Qualification2025-04-254500020New CustomerWebQualify budgetInbound lead qualificationTest Import Account 005
10Test Opportunity 009Needs Analysis2025-05-0112500040New CustomerPartner ReferralTechnical assessmentPartner referral in analysisTest Import Account 006
11Test Opportunity 010Closed Won2025-02-28175000100New CustomerTrade ShowContract signedSuccessfully closed dealTest Import Account 007