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Fairburn Architects Solutions

FAI449Active

fairburnarchitects.co.uk · Architecture · Account manager Dan Okafor

Microsoft 365Healthy23 hr agoSupport & assets (SQL)Awaiting SQL integration

01 Jan 2026 – 25 Aug 2026 · month buckets · applies to every section

OverviewMicrosoft 365Support and SLAHardware assetsSoftwareContracts and renewalsAlertsOpportunitiesTimelineDocumentsReports and packsSettings
iWho can see these valuesShow
Revenue and pricing are private to Sales, Managers and Administrators — the Agent role sees stages and counts only. Nothing on this page appears in a customer-facing meeting pack.
Open opportunities
0
Excludes ordered and lost
Pipeline value
£0
Total contract value
Weighted forecast
£0
Value × % chance
Ordered
0
£0
Lost
0
£0

Stage mix

Open records for this customer

No open opportunities for this customer.

Opportunities

0 records · same data as the team pipeline

No opportunities recorded

Findings from the alert centre can be converted into pipeline records, or add one directly from the team pipeline page.

Quote status — colours the left of the row
Quote DoneQuote Not StartedQuote Done - Not Sent

Owner through contact: where the quote itself has got to.

Lead status — colours the right of the row
With CustomerMeeting OrganisedDCS Action RequiredAwaiting Third PartyOpen / OtherOn HoldOrderedLost

Value through forecast: whose court the deal is in.

Lead status is the single place a record's stage is set. Choosing Ordered or Lost moves the row out of the live pipeline into the orders or lost table immediately — no reapply step, and nothing is ever removed. The same colours are used by the summary table and charts at the top of the page.