Sales Activities
Unified feed of every call, meeting, email, task, note, and deal update across the team
18
+18%
4
+12%
4
+6%
3
+24%
3
+9%
Activity Feed
· 18 entriesDiscovery call with John Smith
Discussed platform fit and integration timeline. Strong interest in Q3 deployment.
Connected
QBR with GlobalTech leadership
Presented Q2 results and roadmap. CFO requested updated pricing for multi-year renewal.
Successful
Sent revised proposal to Vertex
Follow up on DataStream renewal
Deal moved to Negotiation
Champion identified at Skyline
Pricing negotiation call
Demo with BrightWave team
Sent BrightWave pricing options
Left voicemail for Lisa Wong
Prep Q3 forecast submission
Pricing call — Vertex
DataStream churn signals
New deal created: Forge Workshop Pilot
Followed up on Pulse HIPAA review
Discovery with Sentinel Cyber
ROI workshop — Quantum Logistics
Schedule renewal QBR
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This week · 1,353 total
Total
1,353
Top Performers
Marcus Bell
Priya Sharma
David Okafor
Lisa Park
James Wilson
Emily Davis