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Metrics

Prospect:

  • Visitors on the website or any other medium, although they didn’t share any type of personal/company information or interest (sources).

  • Responsible: Marketing

...

Sum of Current Deal Amount of New Sale Deals in all Stages EXCEPT Pre-Pipeline./

Open Current Pipeline

Sum of Current Deal Amount of New Sale Deals in OPEN Stages EXCEPT Pre-Pipeline.

...

We also have a "Partner (Lookup)" field in the Accounts module on Zoho CRM but it's only used for visual reference by the Salespeople.

Product

Due diligence

Due diligence means carefully checking all the details before making a decision. For example, reviewing a company's practices to ensure they comply with regulations and have robust privacy, security, legal, and compliance measures helps avoid problems and ensures all parties make informed choices. At Rocket.Chat, we assist/wiki/spaces/LEGAL/pages/35979380, particularly software and we also do the same when /wiki/spaces/LEGAL/pages/37159037 This is part of our risk management and compliance with privacy regulations.