Deal workspace

Maria Santos — Move Management

Elena owns the next action: Run discovery call

Booked CallCreated Jul 3, 2026

Expected value

$6,500

Win probability

30%

Estimated margin

41%

Source

Move the deal only when the evidence supports the stage.

Current probability

Update only when the stage or buying evidence changes.

30%

Customer price and internal economics must stay separate.

No quote attached

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

Deal updated

Booked Call · owner Elena

Jul 14

Lead qualified

Maria Santos · 58 score

Jul 2

Campaign attributed

Home Reset Retargeting — Meta

Jul 3

Jul 16, 2026

Run discovery call

Changes are written to the audit log.

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

Elena

Revenue owner