Pipeline settings
Editable qualification criteria, lead sources, attention thresholds and score bands.
Qualification criteria
Template applied to every opportunity. 9 required for progression out of Qualified.
Physical criteria
Hard infrastructure that has to work for a GolfPod build.
Commercial criteria
Required before moving to Heads of Terms.
Cost assessment
Hidden costs to surface up front.
Predefined actions
Options that populate the 'Add action' picker on every opportunity. Rename, reorder, or add your own.
Attention thresholds
Days of inactivity before an opportunity flags for attention.
Qualification RAG bands
Score ≥ green = Ready. Score ≥ amber = Needs work. Below amber = Not viable.
Lead sources
Options for the Lead source dropdown on opportunities. Renaming preserves saved values on existing records.
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