Sensitive actions are approval-gated and audit logged

DO
Deal workspace

Rebecca Stone — Senior Relocation

Jordan owns the next action: Confirm job kickoff and deposit

Back
WonCreated Jul 1, 2026
Expected value
$3,200
Win probability
100%
Estimated margin
49%
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.
100%

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
Won · owner Jordan
Jul 10
Lead qualified
Rebecca Stone · 95 score
Jul 4
Campaign attributed
Senior Move Readiness — Meta
Jul 1

Next action

Jul 18, 2026

Confirm job kickoff and deposit

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