Dashboard
Revenue over time
Open tasks
Follow-up call with John Smith
Send product brochure to Sarah Lee
Presentation to Global Industries Inc.
Follow-up with Emily Chen
Update contact information for Olivia Davis
Goals
John Smith, Acme Corporation
Stage: Opportunity
Sarah Lee, XYZ Enterprises
Stage: Lead
Robert Johnson, Global Industries
Stage: Customer
Michael Brown, Innovative Solutions
Stage: Lead
Olivia Davis, Bright Ideas Inc.
Stage: Customer