Sales team hub with Salesforce
Share
Explore

icon picker
Updating Salesforce

info
Keep your team aligned and your data up-to-date by enabling two-way sync from your table options. That way, changes you make in Coda can be synced back to Salesforce.
Sales Opportunities
1
Connect your account to refresh data from Salesforce.
Record
Name
Stage
Amount
Probability
Close Date
Forecast Category
Fiscal Quarter
Fiscal Year
1
006Dn00000AXLNfIAP
Mercedes E-mobility
Value Proposition
$10,000,000
50%
8/18/23
Pipeline
3
2023
2
006Dn000004nFYkIAM
AMG Formula 1
Qualification
$15,000
10%
10/22/22
Omitted
4
2022
3
006Dn000004nFYmIAM
United Oil Office Portable Generators
Negotiation/Review
$125,000
90%
7/20/22
BestCase
3
2022
4
006Dn000004nFYpIAM
Express Logistics Standby Generator
Closed Won
$220,000
100%
9/5/22
Closed
3
2022
5
006Dn000004nFYnIAM
GenePoint Standby Generator
Closed Won
$85,000
100%
10/13/22
Closed
4
2022
6
006Dn000004nFYqIAM
Grand Hotels Kitchen Generator
Id. Decision Makers
$15,000
60%
8/31/22
Pipeline
3
2022
7
006Dn000004nFYoIAM
United Oil Refinery Generators
Proposal/Price Quote
$270,000
75%
11/24/22
BestCase
2
2015
8
006Dn000004nFYlIAM
United Oil SLA
Closed Won
$120,000
100%
12/1/22
Closed
2
2015
9
006Dn000004nFYrIAM
Grand Hotels Guest Portable Generators
Value Proposition
$250,000
50%
12/9/22
Pipeline
2
2015
10
006Dn000004nFYsIAM
Edge Emergency Generator
Closed Won
$75,000
100%
12/9/22
Closed
2
2015
11
006Dn000004nFYtIAM
University of AZ Portable Generators
Closed Won
$50,000
100%
9/9/22
Closed
1
2015
12
006Dn000004nFYuIAM
Pyramid Emergency Generators
Prospecting
$100,000
10%
10/18/22
Omitted
1
2015
13
006Dn000004nFYwIAM
United Oil Installations
Negotiation/Review
$270,000
90%
10/6/22
Forecast
1
2015
14
006Dn000004nFYvIAM
Express Logistics Portable Truck Generators
Value Proposition
$80,000
50%
9/3/22
Pipeline
1
2015
15
006Dn000004nFZDIA2
GenePoint Lab Generators
Id. Decision Makers
$60,000
60%
12/3/22
Pipeline
4
2022
16
006Dn000004nFZEIA2
GenePoint SLA
Closed Won
$30,000
100%
12/6/22
Closed
2
2015
17
006Dn000004nFYxIAM
Edge Installation
Closed Won
$50,000
100%
9/30/22
Closed
1
2015
18
006Dn000004nFYyIAM
Edge SLA
Negotiation/Review
$60,000
90%
8/26/22
Forecast
3
2022
19
006Dn000004nFYzIAM
United Oil Installations
Closed Won
$270,000
100%
10/5/22
Closed
1
2015
20
006Dn000004nFZ0IAM
Grand Hotels Generator Installations
Closed Won
$350,000
100%
11/22/22
Closed
4
2022
21
006Dn000004nFZ1IAM
United Oil Refinery Generators
Closed Won
$915,000
100%
11/17/22
Closed
2
2015
22
006Dn000004nFZ2IAM
University of AZ Installations
Proposal/Price Quote
$100,000
75%
8/17/22
BestCase
3
2022
23
006Dn000004nFZ3IAM
Express Logistics SLA
Perception Analysis
$120,000
70%
9/4/22
BestCase
1
2015
24
006Dn000004nFZ4IAM
University of AZ SLA
Closed Won
$90,000
100%
9/13/22
Closed
1
2015
25
006Dn000004nFZ5IAM
Burlington Textiles Weaving Plant Generator
Closed Won
$235,000
100%
10/15/22
Closed
4
2022
26
006Dn000004nFZ6IAM
United Oil Installations
Closed Won
$235,000
100%
10/17/22
Closed
1
2015
27
006Dn000004nFZ7IAM
United Oil Emergency Generators
Closed Won
$440,000
100%
9/29/22
Closed
1
2015
28
006Dn000004nFZ8IAM
Grand Hotels SLA
Closed Won
$90,000
100%
9/2/22
Closed
1
2015
29
006Dn000004nFZCIA2
United Oil Standby Generators
Closed Won
$120,000
100%
12/2/22
Closed
2
2015
30
006Dn000004nFZ9IAM
Grand Hotels Emergency Generators
Closed Won
$210,000
100%
11/20/22
Closed
2
2015
31
006Dn000004nFZAIA2
United Oil Plant Standby Generators
Needs Analysis
$675,000
20%
11/3/22
Pipeline
1
2015
32
006Dn000004nFZBIA2
Edge Emergency Generator
Id. Decision Makers
$35,000
60%
12/15/22
Pipeline
2
2015
There are no rows in this table
Accounts
1
Connect your account to refresh data from Salesforce.
Record
Account Name
Account Type
1
001Dn000009FB4QIAW
GenePoint
Customer - Channel
2
001Dn000009FB4OIAW
United Oil & Gas, UK
Customer - Direct
3
001Dn000009FB4PIAW
United Oil & Gas, Singapore
Customer - Direct
4
001Dn000009FB4GIAW
Edge Communications
Customer - Direct
5
001Dn000009FB4HIAW
Burlington Textiles Corp of America
Customer - Direct
6
001Dn000009FB4IIAW
Pyramid Construction Inc.
Customer - Channel
7
001Dn000009FB4JIAW
Mercedes Benz
Customer - Channel
8
001Dn000009FB4KIAW
Grand Hotels & Resorts Ltd
Customer - Direct
9
001Dn000009FB4MIAW
Express Logistics and Transport
Customer - Channel
10
001Dn000009FB4NIAW
University of Arizona
Customer - Direct
11
001Dn000009FB4LIAW
United Oil & Gas Corp.
Customer - Direct
12
001Dn000009FB4RIAW
sForce
13
001Dn000006DRrDIAW
Sample Account for Entitlements
There are no rows in this table

Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.