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Sales Funnel Tracking with Coda
Funnel Tracking
Companies, Contacts, Deals
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Companies, Contacts, Deals

All Companies
0
Logo
Company Name
Contacts
Phone Number
Address
Account Managers
Date Created
Deals
1
Edgewise
Niko Ortiz
Erica Sandman
Dorathy Knox
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
BD
Buck Dubois
EB
Evan Brooks
10/5/2017, 11:02 AM
New Team Onboard for Edgewise
2
Middle Point
Michael Cheng
Myra Hickman
Norene Mata
(557) 741-5213
343-4489 Augue, St.
LT
Lola Tseudonym
10/5/2017, 11:02 AM
100 seats for Middle Point
50 Seats on Product for Middle Point
There are no rows in this table
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All Contacts
0
Company
First Name
Last Name
Role
Email
Phone Number
Date Created
Edgewise
3
Niko
Ortiz
Director of Sales
mus@arcu.edu
(954) 534-3204
9/22/2017, 10:35 AM
Erica
Sandman
Head of Distribution
erica@wsb.co
(954) 534-3204
10/12/2018, 1:50 PM
Dorathy
Knox
Sales
dorathy@west-side-beer.com
(359) 439-8840
10/29/2018, 1:51 PM
Middle Point
3
Michael
Cheng
VP of Ops
Quisque@tristiquepharetra.org
(557) 741-5213
9/22/2017, 10:35 AM
Myra
Hickman
Sales
Myra@middlepoint.com
(603) 521-2997
10/29/2018, 1:51 PM
Norene
Mata
Marketing Manager
Norene@gmail.com
(603) 521-2997
10/29/2018, 1:51 PM
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All Deals
1
Company
Title
Contact
Owner
Value
Close Date
Current Status
Status Change Date
Add to Log
Update Status
Change Status
Middle Point
50 Seats on Product
Michael Cheng
LT
Lola Tseudonym
$30,000
1/6/2018
02 - Pitch
​
​
​
​
100 seats
Myra Hickman
LT
Lola Tseudonym
$42,000
9/21/2020
04 - Negotiation
​
​
​
​
Edgewise
New Team Onboard
Erica Sandman
EB
Evan Brooks
$42,000
11/7/2018
00 - New
​
​
​
​
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