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CRM
Opportunities
Opportunities
New Opportunity
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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