Sales / Deals

The signature unblocks activation automatically instead of waiting for someone to notice it.

Sales verifies signature evidence and prepares the enrollment handoff without initiating billing.

Sales and Back Office verify the setup evidence and schedule before client handoff; no payment action originates from Twenty.

Sales closes its straight line and Customer receives a complete handoff packet with every missing item visible.

The $99, $149, or other approved first-payment result is reconciled as revenue evidence and included in the client handoff.

Back Office records the decline, Sales keeps the customer informed, and a human chooses the next approved recovery path.

Every lead is deduped, enriched, scored and assigned within 15 minutes.

The human sales owner starts with the customer context, transcript, and next-call brief instead of reconstructing the conversation.

Sales records acceptance evidence and moves the opportunity to agreement without treating acceptance as payment authorization.

The approved offer and its terms are captured for follow-up and conversion reporting; no payment is initiated.

The $99 or $149 same-day selection is recorded for agreement, handoff, and reporting without becoming a charge instruction.

The pipeline reflects reality every weekday.

Sales playbook advances or parks the deal; no money movement.

Sales verifies the application evidence and advances or parks the opportunity with a stated next action.

Sales records the review result and prepares the appropriate offer without inventing financial facts.