Sensitive actions are approval-gated and audit logged

DO
Deal workspace

Marcus Reed — Senior Relocation

Max owns the next action: Confirm job kickoff and deposit

Back
WonCreated Jun 26, 2026
Expected value
$3,200
Win probability
100%
Estimated margin
23%
Source
Meta

Commercial path

Move the deal only when the evidence supports the stage.

Current probability
Update only when the stage or buying evidence changes.
100%

Quote and margin

Customer price and internal economics must stay separate.

Relocation coordination
1 × $2,500
$2,500
Packing support
12 × $85
$1,020
Customer total$3,320
Internal cost$2,600
Gross profit$720
Margin21.7%
Open quote

Activity timeline

Deal updated
Won · owner Max
Jul 15
Quote prepared
Marcus Reed · $3,320
Jul 9
Lead qualified
Marcus Reed · 84 score
Jul 9
Campaign attributed
Senior Move Readiness — Meta
Jun 26

Next action

Jul 17, 2026

Confirm job kickoff and deposit

Call lead

Stage control

Changes are written to the audit log.

Owner

MA
Max
Revenue owner