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Business OS
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Explore
Business OS
CRM
Clients
Contacts
Engage
Goals
Effort put in
Win / Loss Review
Retro / Post-Mortums
Databases
All Contacts
All Companies
All Engagements
All Activities
Statuses
Snapshotting
Quickstart (WIP)
Brand Package (WIP)
Engagements
Engagements
6
Lead
3
New Deal for
@
K Co
Develop System for
@
Two Ravens Bakery
Website Redesign for
@
Arrow & Dot
Qualified
1
Advertising Deal for
@
Boulevard Brewing Co
Opportunity
2
EMEA Expansion for
@
Boulevard Brewing Co
50 Seats on Product for
@
Middle Point Solutions
Negotiation
1
Conference co-sponsorship for
@
Box.sq
Won
4
Big Opportunity for
@
K Co
Membership for
@
K Co
Partnership Opportunity for
@
Arrow & Dot
App - 60 seats for
@
Boulevard Brewing Co
Lost
2
BBB Growth and Expansion for
@
Box.sq
App - 120 Seats - Month to Month for
@
Two Ravens Bakery
On Hold
0
Initiation
2
100 seats for
@
Middle Point Solutions
New Team Onboard for
@
University of PNW
Delivery
0
Stalled
0
Complete
1
Partnership: Event Mgmt. for
@
Boulevard Brewing Co
View of All Engagements
View of All Engagements
6
100 seats for
@
Middle Point Solutions
New Team Onboard for
@
University of PNW
New Deal for
@
K Co
Develop System for
@
Two Ravens Bakery
Website Redesign for
@
Arrow & Dot
Advertising Deal for
@
Boulevard Brewing Co
Conference co-sponsorship for
@
Box.sq
BBB Growth and Expansion for
@
Box.sq
Partnership: Event Mgmt. for
@
Boulevard Brewing Co
Big Opportunity for
@
K Co
Membership for
@
K Co
Partnership Opportunity for
@
Arrow & Dot
EMEA Expansion for
@
Boulevard Brewing Co
50 Seats on Product for
@
Middle Point Solutions
App - 60 seats for
@
Boulevard Brewing Co
App - 120 Seats - Month to Month for
@
Two Ravens Bakery
Oct 2023
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Nov 2023
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Dec 2023
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Jan 2024
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Feb 2024
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Mar 2024
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Apr 2024
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May 2024
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Jun 2024
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Month
Today
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