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Jim - Sales
Who Should We Sell To?
Jim's Task View
Status
Task
Assigned to
High Priority?
Start
End
Done
1
Identify best prospects for silky card stock
Jim
7/31/17
8/8/17
Not Started
2
Pitch 10+ prospects on silky card stock
Jim
8/7/17
8/25/17
Close at least 3 customers on silky card stock
Jim
8/8/17
9/9/17
Customer Deals
Deal Status
Company
Industry
Product
Deal Size ($)
Close Date
Buyer Name
Buyer Email
Buyer Phone
Prospecting
3
Blue Cross of Pennsylvania
Insurance
Copy Paper
$9,750
8/10/17
Tom Jenkins
tom@bcbsp.com
434-343-2342
Lackawanna County
Government
Premium Copy Paper
$9,750
11/22/17
Christian Meadows
cmeadows@lc.gov
192-333-9230
Harper Collins
Publishing
Copy Paper
$15,000
8/9/17
Jim Schmolack
jschmolack@companyh.com
213-222-4151
Won
5
Dunmore Elementary
Education
Copy Paper
$7,500
5/8/17
Jessica Smith
Jess@companyc.com
665-554-4433
Stone, Cooper, and Grandy
Law
Card Stock
$8,750
6/7/17
Jeff Bridges
jeff@companya.com
123-432-1234
Stone, Cooper, and Grandy
Law
Premium Copy Paper
$7,500
5/24/17
Jeff Bridges
jeff@companya.com
123-432-1234
Dunmore High School
Education
Premium Copy Paper
$8,000
4/20/17
Monica Southwood
monica@companyb.com
555-555-5555
Larry Meyers
Insurance
Card Stock
$8,750
5/11/17
Larry Meyers
larry@larrymeyers.com
415-222-2131
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