crm-153

Live demo — fictional data

All contacts

Marcus Webb

Managing PartnerRidgeline Property Groupmarcus@ridgelinepg.com(425) 555-0133

Needs follow-up

Open

$7,500

Won

$0

Deals

1

Timeline

  • Maya Reynolds logged an outbound email · 2 weeks ago

    Sent revised proposal

    Added the maintenance-request flow and updated pricing.

  • Maya Reynolds logged a meeting · 2 weeks ago

    Proposal walkthrough

    Presented the tenant portal concept. Marcus wants SSO and a maintenance-request form in v1.

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Deals

  • Tenant portal microsite — Ridgeline

    Proposal$7,500

Open tasks

  • Follow up with Marcus on the revised proposal

    Due 6 days ago

Invoices

  • INV-10$1,800paid
  • INV-2$800paid

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