00U4x000001XVs3EAG
8/3/2021
Acme Corp.
2021 Q1 Contract Renewal
Qi Polidronstrom
-
Buck Dubois
-
-
-
-
00U4x000001XVs4EAG
9/1/2021
Acme Corp.
Upsell Deal
Jen Salurotri
-
Buck Dubois
-
-
-
-
00T4x00000QpyRlEAJ
9/15/2021
Acme Corp.
Expansion into PNW
Qi Polidronstrom
-
Buck Dubois
Normal
In Progress
-
Intro meeting
00T4x00000Qpy47EAB
9/15/2021
Acme Corp.
-
Qi Polidronstrom
-
Buck Dubois
Normal
In Progress
-
-
00T4x00000VIjpBEAT
10/12/2021
Delorean Construction Inc.
-
Colin Woodward
-
Buck Dubois
Normal
Completed
-
-
00U4x000008TBGREA4
10/18/2021
Delorean Construction Inc.
-
Colin Woodward
-
Review proposal for additional services
Coda App
-
-
-
Summary:
Discussed the team’s questions on proposal dated 10/15
Approval needed from Sandy before green light
Overall, demo was positive but budgeted lower than the estimate
Action Items:
Follow up with Sandy re: bulk discount question
Made discussed changes to section D and send to team for final review
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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis ...
00U4x000008T8OCEA0
10/19/2021
Delorean Construction Inc.
-
Ashwin Batra
-
Decision matrix follow-up
Buck Dubois
-
-
-
-
00T4x00000VIgk3EAD
10/21/2021
Delorean Construction Inc.
-
Colin Woodward
-
Coda App
Normal
Completed
-
-
00T4x00000VIjhqEAD
10/21/2021
Delorean Construction Inc.
-
Colin Woodward
-
Coda App
Normal
Not Started
-
-
00T4x00000W6SxwEAF
10/25/2021
Delorean Construction Inc.
-
Colin Woodward
-
Discovery & Introductions
Coda App
Normal
Completed
-
Call to discuss proposal
00T4x00000W6SxxEAF
10/25/2021
Delorean Construction Inc.
-
Ashwin Batra
-
Coda App
Normal
Completed
-
-
00T4x00000W6TM8EAN
10/26/2021
Delorean Construction Inc.
-
Colin Woodward
-
Discovery & Introductions
Coda App
Normal
In Progress
-
-
00T4x00000W6SOXEA3
10/28/2021
-
Delorean Construction Inc. HQ System
Ashwin Batra
-
Buck Dubois
Normal
In Progress
-
-
00T4x00000r9W35EAE
4/28/2022
Boeing
Software Sales
Jim Johnson
-
Buck Dubois
Normal
Completed
-
Looking at budget for EOY
00T4x00000r9WGkEAM
4/28/2022
Incite Inc
Incite HR Team
Kare Bonder
-
Buck Dubois
Normal
Completed
-
Spoke with Procurement. Willing to review terms
00T4x00000ryr0mEAA
11/3/2021
Acme Corp.
-
Jen Salurotri
-
Buck Dubois
Normal
Completed
-
mentioned budgets are tight
00T4x00000ryqzBEAQ
11/4/2021
Acme Corp.
-
Zen Yuni
-
Buck Dubois
Normal
Completed
-
Will make intro
00T4x00000ryr3sEAA
12/2/2021
Boeing
-
Jim Johnson
-
Buck Dubois
Normal
Completed
-
will loop in manager
00T4x00000ryqynEAA
2/2/2022
Acme Corp.
-
Jen Salurotri
-
Buck Dubois
Normal
Completed
-
expressed excitement over the demo
00T4x00000ryr4uEAA
3/2/2022
Boeing
-
Jim Johnson
-
Buck Dubois
Normal
Completed
-
thinking about use cases
00T4x00000ryr3qEAA
3/9/2022
Boeing
-
Jim Johnson
-
Buck Dubois
Normal
Completed
-
demo of tool
00T4x00000ryr5wEAA
3/11/2022
Boeing
-
Shelley Jacobsen
-
Buck Dubois
Normal
Completed
-
doesn't seem to have budget
00T4x00000ryqzAEAQ
3/30/2022
Acme Corp.
-
Qi Polidronstrom
-
Buck Dubois
Normal
Completed
-
Wants marketing collateral
00T4x00000ryqzCEAQ
4/7/2022
Acme Corp.
-
Jen Salurotri
-
Buck Dubois
Normal
Completed
-
Interested in a trial
00T4x00000ryr3rEAA
4/15/2022
Boeing
-
Jim Johnson
-
Buck Dubois
Normal
Completed
-
will talk to procurement
00T4x00000ryr5xEAA
4/29/2022
Boeing
-
Shelley Jacobsen
-
Buck Dubois
Normal
Completed
-
interested but had questions
00T4x00000ryr4tEAA
5/2/2022
Boeing
-
Jim Johnson
-
Buck Dubois
Normal
Completed
-
scheduled meeting for next week
00T4x00000ryOYGEA2
5/5/2022
The Dharma Initiative
-
Flin Chichgar
-
Buck Dubois
Normal
Completed
-
Scoping company size
00T4x00000ryr1LEAQ
5/6/2022
Acme Corp.
-
Jen Salurotri
-
Buck Dubois
Normal
Completed
-
liked the team project demo
00T4x00000ryqv4EAA
5/6/2022
Boeing
-
Shelley Jacobsen
-
Buck Dubois
Normal
Completed
-
wants preso for their team
00T4x00000ryqylEAA
5/6/2022
Acme Corp.
-
Zen Yuni
-
Buck Dubois
Normal
Completed
-
Interested in a demo
00T4x00000ryqymEAA
5/6/2022
Acme Corp.
-
Jen Salurotri
-
Buck Dubois
Normal
Completed
-
trying to bring in CIO for approval