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FOCUS v7.9.06
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People
New Opportunity
Owner—
Reassign this deal to another owner.
Quick revenue setup (manual — used when no detailed proposal yet)
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No collaborators yet
No engagements logged yet
No contacts added yet
Revenue Stream
Total Contract Value
R 0
Total Margin
R 0
Weighted Value
R 0
Load Lead
—
Lead Origin
Type the referrer's name. If we already know them, pick the match; otherwise add their contact details — we'll create the contact when this lead is promoted.
Primary Service Interest
Carries across to the opportunity on promote.
Details and Notes
Site *
Organisation:
To reach Review and promote this lead, an organisation must be entered.
We'll warn you if it seems a similar organisation exists in our database.
First & last name required. The primary contact also needs an email or a phone number.
Qualification Dimensions
For each dimension, click the dots to cycle: Unknown → Weak → Strong.
Readiness
—
Actions
Move this lead through its lifecycle. Which actions appear depends on the lead's stage and your rights.
No actions available at this stage.
On hold — right profile, waiting for its moment (Trigger drops to Weak on entry). Returns to Working on this date; if the moment arrives early, re-greening everything flips it straight to Review.
This lead is closed
Reason:—
Notes:—
Red Flags
Concerns that could derail the deal. Select all that apply.
Strategic / Executive Decisions
High-level decisions blocking or enabling progress. Select all that apply.
