sheet 1 pipeline seller sourcer prospect name contact name primary interest acctg audit tax bv pfp last date of contact next followup date next followup action est close date approx ...
Filetype Excel XLSX | Posted on 14 Aug 2022 | 3 years ago
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...Sheet pipeline seller sourcer prospect name contact primary interest acctg audit tax bv pfp last date of next followup action est close approx services value telephone email competition lead source vendor web site referral networking if deal lost why client server company probability target accounts relationship owner account ceo president cfo controller current cpa firm auditor areas interestfollow up actions...