Overview

8 open leads

Open leads8Not yet converted or lostPipeline value$24,800Across 12 dealsTasks due10Open across all clientsClients11Companies you work with

Pipeline overview

12 deals
  • Intake2$0
  • Call2$5,400
  • Proposal3$5,150
  • Working3$7,850
  • On hold2$6,400

Recent leads

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Tasks due

10 open
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  • Send Q3 proposal follow-up

    Northside Auto Repair

  • Call about paused campaign budget

    Lakeview Realty Partners

  • Collect missing brand assets

    Cedar & Oak Interiors

  • Follow up on signed contract

    Ironclad Security Systems

  • Confirm discovery call time

    Bright Path Tutoring

  • Review new ad creatives

    Harbor Dental Group

Recent activity

  • New lead from Willow Creek Vineyards

    Referral

  • Dana Reyes uploaded Harbor Dental Proposal.pdf

    Harbor Dental Group

  • New lead from Copper Kettle Catering

    Cold

  • New lead from Peak Fitness Studio

    Website

  • Marcus Bell uploaded Northside July Invoice.pdf

    Northside Auto Repair

  • Grace Lindqvist uploaded Ironclad Proposal.pdf

    Ironclad Security Systems