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Requirements for keeping up to date with moving deals

Inbound

  • For any deal that is assigned to a franchisee, or claimed by a franchisee, we require initial customer response time to be under 36 hours

In Communication

  • Should be moved from Inbound to In Communication as soon as a franchisee has reached out by email or call to the customer

Booked

  • Should be moved from In Communication to Booked as soon as the customer has confirmed that they would like to have King of Pops at their event and agreed to pricing/terms provided by the franchisee.
  • If this is a pre-paid event, the deal should be moved once an invoice has been sent.

Closed Won

    • For pre-paid events, deals should be moved to Closed Won when the invoice has been paid, regardless of if the event has happened or not.
    • For retail events, deals should be moved to Closed Won immediately after the event has been executed. 
  • Moving deals to this stage on the correct date is VERY important. If you move a deal to this stage after the date the invoice has been paid/the event has been executed, the Closed Date property must be adjusted to the correct date.

Closed Lost

  • Should be moved as soon as a customer has given any indication that King of Pops will not be attending an event. Deals should also be moved to Closed Lost if after 2 attempts to follow up with a customer, they have not responded to a franchisee.
    • Closed Lost deals can be moved back into the pipeline if they become active again