(ID:0.52)

<aside> 🚀 Start Here 👉 Trigger: A Deal moved here when the deal owner qualifies the lead and then books the Continued Conversation Call during the Discovery Call

🥅  Goal: To enroll the lead into the program.

**🤺 Action: Complete the call task with the appropriate outcome to move to the next steps.

</aside>

Task (Call) Outcomes

Click on Arrow to see info on the outcome.

Pitched

No Show

Needs Follow Up

Cancelled By Lead

Rescheduled

🎉 Enrollment Process

(ID:0.52.6)

What It Is

YAY! Congratulations! You sold someone on the program and now need to enroll them! It’s a simple process…

What You Do

1. Mark call task outcome as Pitched
2. Move Deal Status to Won