Activities

01 Aug, 2025
09:30 AM

New lead: John Carter added to the "Enterprise" pipeline by Sarah Lee.

Cold Lead
01 Aug, 2025, 09:30 AM
10:15 AM

Deal created: Q3 Licensing for John Carter added by Sarah Lee with value $15,000.

High Priority
01 Aug, 2025, 10:15 AM
11:45 AM

Note added: Client requested a 15-day extension on proposal deadline. Logged by Sarah Lee.

Client Requested
01 Aug, 2025, 11:45 AM
31 Jul, 2025
03:30 PM

Call completed: Follow-up call with Emily Watson to discuss contract renewal.

Follow Up Needed
31 Jul, 2025, 03:30 PM
01:00 PM

Email: Welcome email with demo link sent to Michael Barnes.

Automated
31 Jul, 2025, 01:00 PM
30 Jul, 2025
02:45 PM

Demo scheduled: A demo was booked with Linda Rowe for 02 Aug at 4:00 PM. Invite sent with Google Meet link.

Scheduled
30 Jul, 2025, 02:45 PM
10:00 AM

Lead reassigned: Lead Alice Monroe was reassigned from James Parker to Lisa Turner for better regional alignment.

Internal
30 Jul, 2025, 10:00 AM
29 Jul, 2025
05:30 PM

Lead converted: Jacob Wells converted into customer after final proposal approval. Contract sent for signing.

Won
29 Jul, 2025, 05:30 PM
11:15 AM

Note added: Added post-call notes for Emily Watson Follow-up set for next week to review proposal edits.

Internal Note
29 Jul, 2025, 11:15 AM
27 Jul, 2025
03:00 PM

Deal lost: Deal IT Revamp - BetaSoft marked as lost due to pricing mismatch. Feedback recorded.

Lost
27 Jul, 2025, 03:00 PM
09:20 AM

Contact info updated: Phone and email updated for Jessica Tran . New contact details logged.

Updated
27 Jul, 2025, 09:20 AM
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