Leads
Kofi Mensah
Gold Coast Freight
Qualifiedkofi@gcf.example.test+233 30 555 0123PR Owner: Priya Raman
Next stepCheck in with Kofi MensahOct 17
Qualified. Convert to create the contact, company and optional deal.
Details
- Name
- Phone
- Company name
- Status
- Source
- Created
Call · Today 10:12 · Priya Raman
Discussed Q4 budget. Wants a revised quote with three-year pricing.
System · 2d ago · System
Stage changed: Proposal → Negotiation
Task · 3d ago · Priya Raman
Completed task: Send pricing sheet
Email · 5d ago · Aaron Blake
Sent overview deck and security questionnaire.
Note · 1w ago · Mei Tanaka
Champion is the VP Sales; procurement will need two weeks for vendor onboarding.
System · 2w ago · System
Record created by import
Related
Open tasks (1)
- Check in with Kofi Mensah · Oct 17
After conversion
Contact, company and deal will be listed here. See Contacts.