John Doe

    RE: Proposal - Downtown Motors Partnership

    We have reviewed your proposal and would like to proceed with the partnership...
    Email
    about 2 months ago


    Client Call - Pacific Coast Consulting

    Discuss Q1 requirements and project timeline
    Calendar
    about 2 months ago


    Meeting Confirmation - Beverly Hills Office

    Confirming our meeting for tomorrow at 10 AM at the Beverly Hills office...
    Email
    about 2 months ago


    Prepare custom demo for Sarah Chen

    West LA Marketing - $28,000 opportunity
    Task
    about 2 months ago


    Invoice #2024-089 - Payment Reminder

    This is a friendly reminder about the pending invoice for $12,500...
    Email
    about 2 months ago


    New Lead: David Martinez - Downtown Motors

    Stage: New | Value: $15,000 | Source: Cold Call
    Lead
    about 2 months ago


    Site Visit - Santa Monica Office

    Visit client office for requirements gathering
    Calendar
    about 2 months ago


    Quotation Request - Software Development

    We need a quotation for custom CRM development for our marketing agency...
    Email
    about 2 months ago


    Note added for Jennifer Wu

    Decision expected by end of month. Large deal potential.
    Note
    about 2 months ago


    Send revised proposal to Mike Johnson

    Pacific Coast Consulting - $45,000 opportunity
    Task
    about 2 months ago


    Project Update - Phase 2 Completion

    Happy to inform you that Phase 2 has been completed successfully...
    Email
    about 2 months ago


    Team Standup

    Daily sync with the development team
    Calendar
    about 2 months ago


    Lead Updated: Jennifer Wu - Venice Beach Wellness

    Stage changed to Negotiation | Value: $72,000
    Lead
    about 2 months ago


    Follow-up: Business Meeting Last Week

    It was great meeting you last week at the business conference in Santa Monica...
    Email
    about 2 months ago


    Proposal Review - Mike Johnson

    Review and finalize the proposal for Pacific Coast Consulting
    Calendar
    about 2 months ago


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