(ID:2)
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🚀 Start Here
https://ac.acceleratedbanking.com/app/deals?pipeline=2
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Stages
New Client
Signed Agreement
Strategy Call
Bank Selection Call
Pre-Closing
Post-Closing
HSF Follow Up (Sometimes)
Completed
Graduated
Inactive Clients
Won
Lost
Deal Field Triggers (Previously Triggered by Keap Notes)
(In progress)