JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
"Salesforce" CRM
Share
Explore
"Salesforce" CRM
Home
Views
Account Detail
Sales Pipeline
Contact View
Sales Dashboard
Cases, John's Queue
Case Reporting
Project View
John's Notes
Master tables
Accounts
Contacts
Opportunities
Cases
Activities
Tasks
Status
Projects
Master tables
Opportunities
Opportunities
5
Name
Contact
Company
Stage
Amount
Close Date
Probability
Weighted
Owner
Month
Name
Contact
Company
Stage
Amount
Close Date
Probability
Weighted
Owner
Month
1
Hardware Sale
Phil Knight
Nike
Prospecting
$45,000.00
12/18/2018
10%
$4,500.00
JS
John Scrugham
2018-12
2
Software Sales
Shelley Jacobsen
Boeing
Needs Analysis
$70,100.00
12/27/2018
40%
$28,040.00
Steve Won
2018-12
3
Sponsorship
Jim Johnson
Boeing
Value Prop
$86,910.00
12/2/2018
60%
$52,146.00
Raechel Timme
2018-12
4
Lead Referral Sale
Jim Johnson
Boeing
Contract
$89,015.00
1/15/2019
80%
$71,212.00
Steve Won
2019-1
5
Big new sale
Bruce Willstein
Starbucks
Prospecting
$810,000.00
2/5/2019
10%
$81,000.00
Raechel Timme
2019-2
6
Local Meetup in Portland
Phil Knight
Nike
Qualification
$50,100.00
12/25/2018
20%
$10,020.00
JS
John Scrugham
2018-12
There are no rows in this table
6
Count
Gallery
Share
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.