DO
···ET · GMT-5
Renewal Q3Legal
Snapshot
At a glance
- Owner
- Open pipeline
- $215,000
- Last touch
- 5h ago
- Open tasks
- 0 / 0
- Prefers
- Sent proposal v2Pricing + SLA appendix attached. Opened twice.Avery Morgan · 2h ago
- Discovery call (32m)Avery Morgan · Yesterday
- Product demo with team of 4Jordan Reyes · 3d ago
- Shared security packetAvery Morgan · 1w ago
- Intro email acceptedAvery Morgan · 2w ago
- Created from inbound formSystem · 1mo ago
AI
Suggested next step
Daniel opened your proposal twice but hasn't replied. Send a one-line nudge referencing the SLA section — historically a 3.2× reply lift for this segment.
Meta
Record
- In CRM since
- Aug 2022
- Pronouns