How many pipeline stages does Rook Dots have?
Seven. New, contacted, qualified, proposal, negotiation, won, lost. Every lead moves through these stages on a drag and drop kanban board.
Answer
Seven. New, contacted, qualified, proposal, negotiation, won, lost. Every lead moves through these stages on a drag and drop kanban board.
People also ask.
What is a lead in Rook Dots?
A lead is a conversation that might become a client. In Rook Dots, every lead carries name, email, phone, business, budget band, source, notes, owner, and a timeline of every change, moving through seven pipeline stages.
What is Rook Dots?
Rook Dots is a quiet operating system for the whole of a business. It holds leads, clients, projects, proposals, invoices, scheduling, files, team, and partners in one workspace, guided by Rook Intelligence, a council of twelve specialist agents. It is built for agencies, studios, freelancers, and consultants.