Deal workspace
Thomas Nguyen — Move Management
Jordan owns the next action: Contact lead
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 leadStage control
Changes are written to the audit log.
Send a quote from the Quotes workspace to unlock later commercial stages.
Linked records
Owner
JO
Jordan
Revenue owner