Deal workspace

Anthony Price — Downsizing Plan

Max owns the next action: Prepare walkthrough notes

Estimate ScheduledCreated Jul 2, 2026

Expected value

$4,750

Win probability

45%

Estimated margin

39%

Source

Move the deal only when the evidence supports the stage.

Current probability

Update only when the stage or buying evidence changes.

45%

Customer price and internal economics must stay separate.

No quote attached

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

Deal updated

Estimate Scheduled · owner Max

Jul 15

Lead qualified

Anthony Price · 85 score

Jul 3

Campaign attributed

Downsizing Checklist — Meta

Jul 2

Jul 15, 2026

Prepare walkthrough notes

Changes are written to the audit log.

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

Max

Revenue owner