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 · $9,500 Export

Discovery 0

$020%

Room for your next win

Add deal

Proposal 0

$050%

Room for your next win

Add deal

Negotiation 0

$075%

Room for your next win

Add deal

Won 1

$9,500100%

Forma Objects

Forma — E-commerce launch

$9,500 100%

Referral

JW James Wilson

Ready for delivery

Add deal

Lost 0

$00%

Room for your next win

Add deal

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

Connected records. Clear decisions. CAD · America/Toronto