Show me all open deals in the proposal stage and who owns each one.
Blue
APP
9:19 AM
You have 9 deals in Proposal worth 214k. Northwind at 48k and Globex at 72k are the biggest. I listed every owner and flagged 3 that have gone quiet for over a week.
Leo
9:24 AM
Good catch, thanks.
#
contacts
Arnav
8:31 AM
Every Monday morning, list contacts added last week that have no follow-up scheduled.
Nellie
APP
8:32 AM
14 contacts were added last week and 5 have no follow up on the books. I drafted a first touch for each and lined them up so you just have to approve and send.
Arnav
8:38 AM
Perfect, approving now.
#
revenue
Dylan
9:00 AM
Update this deal's stage to Closed Won and log a note with the agreed amount.
Tonic
APP
9:02 AM
Closed Initech at 94k and the Q3 pipeline is now 214k. I logged the win, moved 3 deals forward, and flagged Dana at Globex as warm after she reopened the proposal.
Dylan
9:05 AM
Reading it now, thanks.
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