Sensitive actions are approval-gated and audit logged

DO
Deal workspace

Thomas Nguyen — Move Management

Jordan owns the next action: Contact lead

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NurtureCreated Jun 28, 2026
Expected value
$6,500
Win probability
15%
Estimated margin
36%
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.

No quote attached

Create a deterministic quote before moving this deal to quote sent.

Activity timeline

Deal updated
Nurture · owner Jordan
Jul 13
Lead qualified
Thomas Nguyen · 87 score
Jul 7
Campaign attributed
Home Reset Retargeting — Meta
Jun 28

Next action

Jul 15, 2026

Contact lead

Email lead

Stage control

Changes are written to the audit log.

Send a quote from the Quotes workspace to unlock later commercial stages.

Owner

JO
Jordan
Revenue owner