SALES WORKSPACE

CRM

Know the relationship. Own the next move.

Import contacts New deal
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
Review Northline homepage concepts

Task · Oct 11
Prepare the October content brief

Task · Oct 11
Send proposal to Maison & Co.

Task · Oct 12
Follow up on the redesign proposal

Task · Oct 10
Confirm decision-maker and launch date

Task · Oct 12
Book the discovery call

Task · Oct 11
Share the retainer scope

Task · Oct 14
New lead: Atlas Collective

Created · Oct 11

Northline homepage is ready for review

Updated · Oct 11

October content brief added

Created · Oct 11

Connected records. Clear decisions. CAD · America/Toronto