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Executive summary
Account research
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Meeting notes (Salesforce)
Opportunities (Salesforce)
Stakeholder mapping (Salesforce)
Account details
Opportunities (Salesforce)
All the active opportunities with this account (requires Salesforce integration).
View of Opportunities
View of Opportunities
2
Name
Stage
Close Date
Opportunity Type
Forecast Category
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Stage
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Name
i
Amount
i
Opportunity Type
i
Close Date
i
Forecast Category
i
Opportunity Owner
Stage
i
See Details
Name
i
Amount
i
Opportunity Type
i
Close Date
i
Forecast Category
i
Opportunity Owner
Qualification
2
AMG Formula 1 Oppty New
$15,000
New Customer
10/22/22
Omitted
Chris James
Performance Powertrains
$70,000
New Customer
2/4/24
Omitted
Chris James
Closed Won
3
Maybach Opportunity
$95,000
Existing Customer - Upgrade
12/13/23
Closed
Chris James
Mercedes EMEA
$800,000
Existing Customer - Upgrade
12/6/23
Closed
Chris James
Benz Opportunity
$500,000
Existing Customer - Upgrade
2/14/24
Closed
Chris James
Negotiate
1
Mercedes E-mobility!
$10,000,000
Existing Customer - Replacement
8/18/23
BestCase
Chris James
Demo
1
Financial Services
$250,000
Existing Customer - Replacement
12/22/23
Pipeline
Chris James
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