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

Name	Company / context	Status	Value · CAD	Date	Open
F— Forma — E-commerce launch	Forma Objects	Won	$9,500	Oct 8

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

Connected records. Clear decisions. CAD · America/Toronto