Activities
Track calls, emails, meetings, and follow-ups
Total Activities
8
This month
Completed
3
Finished activities
Scheduled
5
Upcoming activities
Completion Rate
38%
This period
Sales Call
TechCorp Solutions • Jennifer Martinez
Discuss implementation timeline
Proposal Sent
Global Industries Ltd • Robert Chen
Sent pricing proposal via email
Discovery Meeting
StartUp Innovations • Lisa Johnson
Initial discovery and needs assessment
Follow-up Note
Enterprise Systems Inc • Michael Scott
Send contract for signature
Negotiation Call
Digital Futures Co • Amanda White
Discuss pricing and terms
Demo Scheduled
CloudBased Services • David Brown
Confirmation of demo on March 5th
Product Demo
TechCorp Solutions • Jennifer Martinez
Live product walkthrough and Q&A
Check-in Call
Global Industries Ltd • Robert Chen
Follow up on proposal feedback
Activity Types
Recent Activities
Sales Call
TechCorp Solutions
2024-02-28
Proposal Sent
Global Industries Ltd
2024-02-28
Discovery Meeting
StartUp Innovations
2024-03-01
Follow-up Note
Enterprise Systems Inc
2024-03-02