Outreach

Discovery to signed. Every row has a next action, an owner and a date. Send from here; replies land on the row and move it to Replied on their own.

Swipe sideways for more columns

Prospect	Stage	Next action	Owner	Due	Actions

Stages: Identified, Sent, Replied, Negotiating, Onboarding, Signed. Advancing sets the next action and a due date three days out. Undo steps one row back.