Closing faster: using Kali and Documents together

Move a responded deal to closed won using the full Fanel toolkit.

Steps (8)

1. 1

   Identify a "Responded" deal in your pipeline with high Kali urgency.

2. 2

   Review the company profile and message history in Contacts.

3. 3

   Generate an LPO or Proposal (whichever fits the deal stage) from Documents.

4. 4

   Send via email directly from Fanel or download and send manually.

5. 5

   Set a pipeline note with the document sent date and agreed follow-up date.

6. 6

   Move the deal to "Meeting Booked" or "Closed Won" once confirmed.

7. 7

   Review: what did you learn about this prospect from Scout that helped close the deal?

8. 8

   Checkpoint: Document sent, deal stage updated, learnings noted for next similar deal.