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Small Business CRM and Project Tracker
How to use this doc
Dashboard
CRM
Projects
Data
More
Share
Explore
CRM
Opportunities
New Opportunity
Type
Month
Opportunity
Client
Status
Amount
Close Date
Link to Proposal
Type
Month
Opportunity
Client
Status
Amount
Close Date
Link to Proposal
Coaching 🦄
4
1 - January
Cathy Coda - Public Speaking
Cathy Coda
Won
$250.00
12/31/2019
3 - March
Acme Co. Corporate Coaching
Acme
Won
$5,000.00
7 - July
Daniel Doc - Career Coaching
Daniel Doc
Pitching
$500.00
9 - September
Brigid Block - Career Coaching
Brigid Block
Prospect
$500.00
Consulting 💼
2
6 - June
Manager Development Training
Acme
Won
$15,000.00
11/21/2019
11 - November
New Software Implementation
Marquis Co.
Pitching
$7,500.00
Other 👷
1
2 - February
Update scheduling process
Won
$0.00
12/31/2019
Audiobook 📖
1
4 - April
War and Peace
Leo Tolstoy
Won
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