SC

Sarah Chen

positive

TechCorpsarah.chen@techcorp.com

enterprisehigh-value
Activity Timeline

Follow-up Email

Dec 20, 10:30 AM

Sent follow-up email regarding proposal discussion

Reply Received

Dec 20, 2:15 PM

Sarah replied expressing interest in the enterprise package

Discovery Call Completed

Dec 18, 11:00 AM

30-minute discovery call to understand requirements

Stage Changed

Dec 18, 11:35 AM

Moved from Contacted to Qualified

Call Notes

Dec 18, 11:40 AM

Sarah mentioned they are evaluating 3 vendors. Budget approved for Q1. Key decision maker is their CTO.

Lead Information

sarah.chen@techcorp.com

+1 (555) 123-4567

TechCorp

SourceWebsite Form
OwnerJohn Doe
CreatedDec 1, 2024
Last ActivityDec 20, 2024
Tasks

Follow-up call with Sarah

Overdue: Dec 22, 10:00 AM

Active Automations

New Lead Welcome

Email in 2 days

Meeting Follow-up

Pending approval

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