(ID:4)

<aside> 🚀 Start Here https://ac.acceleratedbanking.com/app/deals?pipeline=4

</aside>

🗂️ Stages

Discovery Call

Showed Up

Continued Conversation

Pitched

Cancelation Funnel

Won

Lost

🤝 DEALS

Deal Field Triggers (Previously Triggered by Keap Notes)

(Deal Custom Field ID)

Send Financial Assessment

Send Additional Resources

Send Calculator

Send Credit Score Link