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Move Acme deal to proposal stage
Done! Acme Corp is now in Proposal stage. Want me to create a follow-up task?
Yes, remind me in 3 days
Task created: "Follow up on Acme Corp proposal" for Dec 4th.
Deal Assistance
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When did I last talk to Sarah?
Sarah Johnson, Acme Corp:
Call on Nov 28 (15 min)
Email opened Nov 29
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What's on my plate today?
Your tasks for today:
Call TechStart at 2pm
SoonSend proposal to GlobalFin
Review MegaCo contract
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Update Acme deal to $50,000
Done! Updated Acme Corp deal value from $45,000 to $50,000. Pipeline total is now $320,000.
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What can I do here?
On this page you can view deal details, add notes, schedule follow-ups, or update the stage. What would you like to do?
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Find all deals closing this month
Searching pipeline...
Found 5 deals closing in December totaling $187,000. Acme Corp is the largest at $50,000.
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What deals involve @Sarah Johnson?
Sarah Johnson's active deals:
Acme Corp - $45,000 (Proposal)
TechStart - $28,000 (Discovery)
Summarize @Acme Corp deal
Acme Corp deal summary:
Value: $45,000 · Stage: Proposal
Last activity: Call 2 days ago
What was discussed in @last call?
Call with Sarah (Nov 28, 15min):
Discussed pricing and timeline
Action: Send proposal by Friday