Customer and pilot operations

Deal stage Inquiry received First meeting booking pending First meeting scheduled Discovery completed Pilot decision pending Pilot not required closed Pilot approved Pilot terms negotiation Pilot contracting Pilot billing Pilot onboarding Sponsor org created Sponsor admin invited Sponsor admin active Founder invite batch created Founder invites sent Pilot active Mid review completed Pilot completed Final review scheduled Final review completed Annual contract negotiation Annual contract signed Annual billing Customer active Annual rollout active Closed lost Legacy status New Auto-reply sent Reviewing Discovery scheduled Discovery completed Qualified Rejected Converted Archived Next action Send auto-reply Waiting for booking Review Discovery call Create proposal Waiting for pilot acceptance Confirm billing contact Needs security review No action Meeting Not scheduled Booking link sent Scheduled Completed No show Rescheduled Contract Not started Drafting Sent Redlining Signed Cancelled Invoice Not created Draft Sent Voided Overdue Paid Bank payment Not required Pending Net 15 Net 30 Net 60 Paid Manual paid Failed Refunded Review Not scheduled Scheduled Completed Follow-up required Renewal Not started Proposal drafting Proposal sent Negotiating Signed Lost Owner Due Risk Low Normal High Blocked Discovery outcome Unknown Pilot not needed Additional meeting needed Create pilot proposal Interest Unknown Low Medium High Target start Est. pilot size Payment method Not set ACH Wire Check Card optional Invoice amount cents Invoice number Invoice URL Paid at Amount received cents Bank reference Receipt number Receipt URL Blocking reason Pain points Use case Budget owner Decision maker Champion Billing contact Legal contact Internal notes