Notifications
5 unread
Today
Deal at risk: Acme Corp
8 days no contact. Board meeting July 18 — window to close is narrowing. Immediate outreach recommended.
View deal →New stakeholder: Priya Nair
Jamie Liu added Priya Nair (VP Operations) to the Vertex Systems deal. She attended today's demo.
View contact →Task overdue: Follow up with Elena Rodriguez
This task was due July 2. The delay increases risk to the $820K Acme Corp deal.
View tasks →Yesterday
Deal closed: DataBridge Inc · $580K
Marcus Rodriguez closed DataBridge Inc. Q3 closed revenue now at $580K.
Stage change: Meridian Health → Proposal
Sarah Kim moved Meridian Health from Qualification to Proposal.
This Week
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Mentioned by Alex Chen
Alex mentioned you in Vertex Systems: "@Sarah please sync with Jamie on the CFO intro call timing."