Deal workspace
Kevin Patel — Estate Cleanout
Elena owns the next action: Follow up on quote
Quote SentCreated Jun 30, 2026
Expected value
$1,800
Win probability
70%
Estimated margin
47%
Source
Google
Commercial path
Move the deal only when the evidence supports the stage.
Current probability
Update only when the stage or buying evidence changes.
70%
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
Quote Sent · owner Elena
Jul 11
Lead qualified
Kevin Patel · 74 score
Jul 5
Campaign attributed
Estate Cleanout — Google Search
Jun 30
Next action
Jul 17, 2026
Follow up on quote
Email 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