Deal workspace

Linda Brooks — Monthly Home Reset

Max owns the next action: Record loss reason

LostCreated Jun 29, 2026

Expected value

$9,000

Win probability

Estimated margin

Source

Google

Move the deal only when the evidence supports the stage.

Current probability

Update only when the stage or buying evidence changes.

Customer price and internal economics must stay separate.

No quote attached

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

Deal updated

Lost · owner Max

Jul 12

Lead qualified

Linda Brooks · 65 score

Jul 6

Campaign attributed

Veteran Transition Support — Google

Jun 29

Jul 16, 2026

Record loss reason

Changes are written to the audit log.

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

Max

Revenue owner