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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.

Business

H2

  • refers to "Half 2" or "Second Half of the Year". It is an abbreviation used to describe the period from July 1 to December 31 of a fiscal year.

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.