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Sales Center β€” acquisition workflow

This guide documents the Sales Center workflow in Pragma: acquisition touchpoints on leads, meeting logs in the timeline, account segmentation, and how Inbox / WeCom ties into the pipeline.

It complements the Complete platform guide with the acquisition view from Sales Center feedback.

Flowchart β€” overview​

UML β€” sequence diagram (new-business path)​

The sequence diagram shows the typical new-business path from channel to Won/Lost β€” complementing the flowchart above.

New business β€” acquisition funnel​

Entry point: Lead drawer β†’ Acquisition zone

StageMeaningTypical action
IdentifiedContact/company known, no outreach yetResearch, ICP check
ContactedFirst touch completedSet channel + date in drawer
MeetingMeeting held or scheduledLog meeting in timeline
QuoteProposal in progress or sentMove to pipeline stages

Acquisition fields in the drawer​

  1. First-contact channel β€” phone, email, WeChat, WhatsApp, LinkedIn, trade fair, other (linked to lead_source).
  2. First-contact date β€” for reporting and follow-up planning.
  3. Acquisition stage β€” one of the four stages above.
  4. Acquisition note β€” short touchpoint note (e.g. trade fair, OEM fit).

After Quote, the pipeline carries deal stages through Won or Lost.

β†’ Details: New lead β†’ qualify β†’ pipeline

Meeting log in the timeline​

Entry point: Lead drawer β†’ Timeline β†’ Log meeting

  1. Choose meeting type: phone, video, or in person.
  2. Enter outcome and notes β€” appears as a timeline activity.
  3. Set acquisition stage to Meeting if not already done.

The meeting log connects the acquisition funnel with the team timeline and pipeline history.

Existing accounts β€” Active vs Passive​

Entry point: CRM Workspace tab β†’ overview

SegmentCriteriaSales focus
ActiveLast activity within 180 daysUpsell, open deals, fast inbox response
PassiveNo or older activityReactivation, nurture sequences, quarterly review
  1. Segment filter in CRM overview: Active / Passive / All chips.
  2. Prioritize passive accounts in Today or automations.
  3. Segment badge also appears in the Inbox context strip on the thread.

Inbox & WeCom β€” pipeline connection​

Communication and pipeline stay linked:

  1. New message in Inbox β†’ context badges show account segment and acquisition stage.
  2. Assign or create lead β†’ maintain acquisition fields in the drawer.
  3. Send reply via WeCom / WhatsApp / other channels β†’ thread and timeline stay in sync.
  4. Qualification complete β†’ move deal on pipeline; NBA and Today handle prioritization.

β†’ Start here: Create a lead Β· Platform overview

Quick reference​

SituationWhere in Pragma
Maintain acquisition stage & first touchLead drawer β†’ acquisition zone
Document a meetingLead drawer β†’ timeline
Filter existing accountsCRM Workspace β†’ segment chips
See segment & stage on threadInbox β†’ context strip
Close the dealPipeline β†’ Won / Lost