Qualification: Lead Qualification using ICP and assign score

Not Qualified: Send not viable template and add to mailing list

Qualified: Click add/edit opportunity in admin to turn Lead into Deal

PipedriveStage: Initial Enquiry

Initial review

Complete Info: Assign to Regional Advisor

Advisor Action: Add Source channel, Deal Score

Connect with school: Call with School and Identify Customer needs using Panelizer

Request for Electricity data: Store Electricity data to SharePoint

Prepare Offer: Send offer to Regional Advisor

Offer discussion: Regional Advisor Discusses Offer with School on Call

Send Offer to the School via email: School agrees to Go Ahead

next step: Regional advisor sends LOA for Governors/Trustees Consent

School Signs LOA: Deal Moves to Legal Sign off