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All George Jerry Ken Amy Liz Unassigned
Lead 12 · $288,375
Leadership mentoring program $4,375
Redstone Packaging
Close 2026-10-16
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Qualified Proposal Contract Sent Won Lost
Process improvement review $64,000
Copperfield Health Partners
Close 2026-10-23
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Qualified Proposal Contract Sent Won Lost
Analyst mentoring series $3,500
Uplands Farms
Close 2026-10-27
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Open
Qualified Proposal Contract Sent Won Lost
Vendor selection support $10,500
Kingfisher Packaging
Close 2026-10-30
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Open
Qualified Proposal Contract Sent Won Lost
Finance lead mentoring $7,000
Brightwater Logistics
Close 2026-11-01
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Open
Qualified Proposal Contract Sent Won Lost
Leadership mentoring program $13,125
Crescent Bay Energy
Close 2026-11-03
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Open
Qualified Proposal Contract Sent Won Lost
Vendor selection support $50,750
Fielding Farms
Close 2026-11-08
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Open
Qualified Proposal Contract Sent Won Lost
Supply chain assessment $8,750
Greystone Properties
Close 2026-11-09
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Open
Qualified Proposal Contract Sent Won Lost
Data literacy workshop $4,000
Riverbend Software
Close 2026-11-13
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Open
Qualified Proposal Contract Sent Won Lost
Leadership mentoring program $3,125
Redstone Packaging
Close 2026-11-15
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Open
Qualified Proposal Contract Sent Won Lost
IT roadmap engagement $87,750
Dunmore Retail Group
Close 2026-11-15
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Open
Qualified Proposal Contract Sent Won Lost
ERP integration advisory $31,500
Quarry Lane Brewing
Close 2026-11-25
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Open
Qualified Proposal Contract Sent Won Lost
New deal
Qualified 14 · $355,725
New manager coaching $4,375
Oakline Automotive
Close 2026-10-12
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Open
Lead Proposal Contract Sent Won Lost
ERP integration advisory $47,500
Redstone Packaging
Close 2026-10-13
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Open
Lead Proposal Contract Sent Won Lost
Vendor selection support $15,750
Redstone Packaging
Close 2026-10-22
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Open
Lead Proposal Contract Sent Won Lost
IT roadmap engagement $20,000
Bellwether Clinics
Close 2026-10-27
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Open
Lead Proposal Contract Sent Won Lost
Process mapping workshop $3,600
Maple Grove Financial
Close 2026-11-01
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Open
Lead Proposal Contract Sent Won Lost
IT team coaching engagement $4,000
Pembrook Distribution
Close 2026-11-03
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Open
Lead Proposal Contract Sent Won Lost
Compliance readiness review $82,500
Oxbow Plastics
Close 2026-11-04
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Open
Lead Proposal Contract Sent Won Lost
Vendor selection support $12,000
Redstone Packaging
Close 2026-11-06
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Open
Lead Proposal Contract Sent Won Lost
Finance lead mentoring $5,000
Harbor Point Bank
Close 2026-11-07
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Open
Lead Proposal Contract Sent Won Lost
Data migration advisory $56,000
Wildwood Software
Close 2026-11-09
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Open
Lead Proposal Contract Sent Won Lost
Finance close optimization $15,750
Goldleaf Packaging
Close 2026-11-09
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Open
Lead Proposal Contract Sent Won Lost
Supply chain assessment $30,000
Bellwether Clinics
Close 2026-11-10
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Open
Lead Proposal Contract Sent Won Lost
Process improvement review $21,000
Uplands Farms
Close 2026-11-13
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Open
Lead Proposal Contract Sent Won Lost
Customer portal strategy $38,250
Ridgeline Biotech
Close 2026-11-15
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Open
Lead Proposal Contract Sent Won Lost
New deal
Proposal 12 · $362,100
Reporting tools training $3,600
Cobalt Financial
Close 2026-09-07
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Open
Lead Qualified Contract Sent Won Lost
Vendor selection support $47,250
Springfield Outfitters
Close 2026-09-20
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Open
Lead Qualified Contract Sent Won Lost
Data migration advisory $15,000
Springfield Outfitters
Close 2026-09-20
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Open
Lead Qualified Contract Sent Won Lost
Customer portal strategy $33,750
Hillcrest Furnishings
Close 2026-10-15
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Open
Lead Qualified Contract Sent Won Lost
Vendor selection support $72,500
Prairie Sky Manufacturing
Close 2026-10-17
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Open
Lead Qualified Contract Sent Won Lost
Customer portal strategy $54,000
Granite Peak Automotive
Close 2026-10-24
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Open
Lead Qualified Contract Sent Won Lost
ERP integration advisory $42,000
Sandpiper Pharmaceuticals
Close 2026-10-30
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Open
Lead Qualified Contract Sent Won Lost
IT team coaching engagement $7,000
Newhaven Labs
Close 2026-11-03
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Open
Lead Qualified Contract Sent Won Lost
Vendor selection support $42,500
Harbor Point Bank
Close 2026-11-10
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Open
Lead Qualified Contract Sent Won Lost
IT roadmap engagement $9,000
Tidewater Properties
Close 2026-11-11
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Open
Lead Qualified Contract Sent Won Lost
Analyst mentoring series $7,000
Oakline Automotive
Close 2026-11-12
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Open
Lead Qualified Contract Sent Won Lost
IT roadmap engagement $28,500
Millbrook Media
Close 2026-11-18
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Open
Lead Qualified Contract Sent Won Lost
New deal
Contract Sent 10 · $252,050
Process improvement review $20,000
Quail Run Automotive
Close 2026-09-11
Ask the assistant
Open
Lead Qualified Proposal Won Lost
IT team coaching engagement $9,375
Riverbend Software
Close 2026-09-11
Ask the assistant
Open
Lead Qualified Proposal Won Lost
Data migration advisory $45,500
Fielding Farms
Close 2026-09-21
Ask the assistant
Open
Lead Qualified Proposal Won Lost
Operations audit $61,250
Oxbow Plastics
Close 2026-10-06
Ask the assistant
Open
Lead Qualified Proposal Won Lost
Data literacy workshop $800
Saltmarsh Freight
Close 2026-10-12
Ask the assistant
Open
Lead Qualified Proposal Won Lost
Compliance readiness review $15,750
Yardley Distribution
Close 2026-10-12
Ask the assistant
Open
Lead Qualified Proposal Won Lost
Customer portal strategy $78,750
Goldleaf Packaging
Close 2026-10-16
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Open
Lead Qualified Proposal Won Lost
IT team coaching engagement $5,625
Oakline Automotive
Close 2026-10-23
Ask the assistant
Open
Lead Qualified Proposal Won Lost
Reporting modernization $10,000
Harbor Point Bank
Close 2026-10-30
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Open
Lead Qualified Proposal Won Lost
New manager coaching $5,000
Harbor Point Bank
Close 2026-10-31
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Open
Lead Qualified Proposal Won Lost
New deal
Won (this month)1 · $30,000
Data migration advisory$30,000
Prairie Sky Manufacturing · closed 2026-10-02
Ask the assistant
Open
Lost (this month)0 · $0
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dealid companyid contactid salesid dealname dealtype dealstage paymentstatus hours hourlyrate dealvalue probability createddate expectedclose closeddate deallastactivity stageentered dealsource nextstep lostreason companyname industry city companystatus contactfirst contactlast contactemail contactphone facefile
3195 1059 2176 40 Reporting tools training Training Proposal 36 100.00 3,600.00 50 2026-07-21 2026-09-07 0001-01-01 2026-09-25 2026-09-16 Referral Walk CFO through pricing Cobalt Financial Major Banks Tampa Customer Hannah Ibarra hannah.ibarra@cobaltfinancial.example.com 813-555-1199 woman21
3175 1007 2019 30 Process improvement review Consulting Contract Sent 100 200.00 20,000.00 75 2026-06-30 2026-09-11 0001-01-01 2026-10-02 2026-09-09 Conference Resend contract for signature Quail Run Automotive Industrial Machinery St. Paul Customer Olivia Meyer olivia.meyer@quailrunautomotive.example.com 651-555-1603 woman34
3212 1055 2163 20 IT team coaching engagement Mentoring Contract Sent 75 125.00 9,375.00 75 2026-08-17 2026-09-11 0001-01-01 2026-09-18 2026-09-20 Web Walk CFO through pricing Riverbend Software Software Phoenix Customer Kevin Zimmerman kevin.zimmerman@riverbendsoftware.example.com 602-555-9080 man21
3173 1051 2151 30 Vendor selection support Consulting Proposal 270 175.00 47,250.00 50 2026-08-20 2026-09-20 0001-01-01 2026-09-19 2026-10-01 Conference Confirm start date Springfield Outfitters Retail Nashville Hot Lead Tessa Garcia tessa.garcia@springfieldoutfitters.example.com 615-555-7491 woman19
3188 1051 2151 30 Data migration advisory Consulting Proposal 60 250.00 15,000.00 50 2026-08-04 2026-09-20 0001-01-01 2026-09-21 2026-09-07 Conference Get legal sign-off on terms Springfield Outfitters Retail Nashville Hot Lead Tessa Garcia tessa.garcia@springfieldoutfitters.example.com 615-555-7491 woman19
3176 1002 2005 10 Data migration advisory Consulting Contract Sent 260 175.00 45,500.00 75 2026-07-23 2026-09-21 0001-01-01 2026-09-23 2026-09-12 Conference Walk CFO through pricing Fielding Farms Food Distribution Fort Wayne Customer Sandra Novak sandra.novak@fieldingfarms.example.com 260-555-6070 woman13
3184 1037 2109 20 Operations audit Consulting Contract Sent 350 175.00 61,250.00 75 2026-08-16 2026-10-06 0001-01-01 2026-09-26 2026-09-23 Web Book kickoff meeting Oxbow Plastics Industrial Machinery Boston Customer Jennifer Ellison jennifer.ellison@oxbowplastics.example.com 617-555-1736 woman21
3193 1043 2127 30 Data literacy workshop Training Contract Sent 8 100.00 800.00 75 2026-07-14 2026-10-12 0001-01-01 2026-09-24 2026-08-04 Conference Resend contract for signature Saltmarsh Freight Transportation Services Grand Rapids Hot Lead Raj Vance raj.vance@saltmarshfreight.example.com 616-555-1431 man18
3206 1042 2124 30 Compliance readiness review Consulting Contract Sent 90 175.00 15,750.00 75 2026-08-04 2026-10-12 0001-01-01 2026-09-27 2026-08-27 Web Schedule discovery call Yardley Distribution Food Distribution Hartford Customer Ryan Iverson ryan.iverson@yardleydistribution.example.com 860-555-6520 man11
3200 1041 2121 30 New manager coaching Mentoring Qualified 25 175.00 4,375.00 25 2026-08-10 2026-10-12 0001-01-01 2026-09-21 2026-09-22 Partner Resend contract for signature Oakline Automotive Industrial Machinery Philadelphia Customer Olivia Vance olivia.vance@oaklineautomotive.example.com 215-555-3528 woman36
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