Deal workspace
Patricia Gomez — Downsizing Plan
Elena owns the next action: Contact lead
No ResponseCreated Jun 27, 2026
Expected value
$4,750
Win probability
15%
Estimated margin
40%
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.
15%
Quote and margin
Customer price and internal economics must stay separate.
Downsizing project plan
1 × $1,600
$1,600
Activity timeline
Deal updated
No Response · owner Elena
Jul 14
Quote prepared
Patricia Gomez · $1,600
Jun 27
Lead qualified
Patricia Gomez · 82 score
Jul 8
Campaign attributed
Downsizing Checklist — Meta
Jun 27
Next action
Jul 18, 2026
Contact lead
Text leadStage control
Changes are written to the audit log.
Send a quote from the Quotes workspace to unlock later commercial stages.
Owner
EL
Elena
Revenue owner