SALES WORKSPACE

CRM

Know the relationship. Own the next move.

Open pipeline $56,000 5 active opportunities · CAD

New leads 1 Open the lead list

Tasks due 4 Open tasks

Recently won $9,500 1 won deals

A few moves can change the picture. 3 open deals need attention. Give each one a clear next step.

All deals Open Needs attention Won Lost

1 deals · $4,800 Export

Discovery 0

$020%

Room for your next win

Add deal

Proposal 0

$050%

Room for your next win

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Negotiation 0

$075%

Room for your next win

Add deal

Won 0

$0100%

Room for your next win

Add deal

Lost 1

$4,8000%

Bloom Wellness

Bloom — Content sprint

$4,800 0%

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EC Emma Chen

Timing

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Drag deals between stages, or open a card to update its status. All amounts are CAD.

Connected records. Clear decisions. CAD · America/Toronto