Worksheet

Record definitions sheet

One sheet, three blocks: lead, opportunity, deal. Each block lists the event that creates the record, the required fields, the stage or status values and the event that closes it. A last row shows where the quote, the expected value, the close date and the next task attach to the opportunity record.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Lead, opportunity and deal: where each record starts and ends”, www.gullysystem.com/blog/lead-opportunity-and-deal-where-each-record-starts-and-ends