Complete the sales cycle

This guide connects the full path for a seller. You need access to CRM, an active membership in the selling company and an available offer before proposing. The example is fictitious: Alex at Example Services asks about a monthly service. The screens show the current system; this guide is not a newly executed sales transaction.

Flow

The path of one lead from the first search to the outcome; each box is a Data view you work in, dashed boxes are done for you by Cal.com, and the pills are where the cycle ends.

flowchart TD
  dir["Directory<br/><small>People and Companies: reuse the client</small>"]:::action
  cal[["Cal.com booking<br/><small>creates the Deal at Meeting Scheduled</small>"]]:::automation
  s1["Step 1 - Say who the client is<br/><small>Deal: People°, Company°, Source°, Campaign°</small>"]:::action
  s2["Step 2 - Set who is accountable<br/><small>Deal</small>"]:::action
  log["Check 1 - Complete event data<br/><small>Interaction: log each contact</small>"]:::action
  task["Add the next action<br/><small>Tasks</small>"]:::action
  s4["Step 4 - Advance or close the deal<br/><small>move Deal Stage*, resolve Deal Check</small>"]:::action
  st{{"Where is the Deal?"}}:::decision
  s3["Step 3 - Complete the proposal<br/><small>Product*, Value*, Expected Close Date*</small>"]:::action
  won(["Won"]):::outcome
  lost(["Lost or Abandoned<br/><small>reason in Notes°</small>"]):::outcome
  dir --> s1 --> s2 --> log
  cal -.-> log
  log --> task --> s4 --> st
  st -- still open --> log
  st -- Proposal Sent, data missing --> s3 --> s4
  st -- Won --> won
  st -- Lost / Abandoned --> lost

Capture the lead

In Data, search People → Directory by email and Companies → Directory by website. Reuse shared identities. A lead is a Deal at Deal Stage* = Lead: open Deal → Step 1 - Say who the client is, add the row and link the person in People°, the company in Company°, or both. Set Source° and the accountable pair, and add the known context in Notes°. A Cal.com booking creates the Deal for you at Meeting Scheduled. Manage deals shows the intake steps.

Contact and schedule

Log an Interaction with People°, Company° or Deal°, Date*, Title*, Type, Result and accountable pair. Record evidence when relevant. Set the next agreed date/action on the contact, then add the next action as a task in Tasks. Nothing copies it there for you. Log contact explains the checks.

Propose and decide

Advance the same Deal as facts change: Contacted, Meeting Scheduled, Pitched, then Proposal Sent. From Proposal Sent on, Product* selects the Offer and Value* and Expected Close Date* are required. If the lead came from a campaign, link it in Campaign°; the Deal’s Interactions show it through their Campaign lookup. Resolve Deal Check before closing.

Close the loop

On a win, set the Deal to Won; nothing else has to be converted. Confirm existing Core links rather than creating identities again. A disqualified lead is Lost, with the reason in Notes°. On a loss, another Deal for the same client can still be open. Review the pipeline under the intended company and owner filters. A saved deal is not a signed agreement, payment or KPI reading.

Recognize success

The Deal has the correct client and accountable pair, its next action is an intentional task, each contact is linked, and each proposal has a clear outcome. When the lead came from a campaign, Campaign° on the Deal holds it. Follow troubleshooting if a record disappears from an intake or an automated booking is incomplete.