Deal workspace
David Parker — Monthly Home Reset
Jordan owns the next action: Confirm job kickoff and deposit
WonCreated Jul 4, 2026
Expected value
$9,000
Win probability
100%
Estimated margin
45%
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.
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 13
Lead qualified
David Parker · 72 score
Jul 1
Campaign attributed
Veteran Transition Support — Google
Jul 4
Next action
Jul 17, 2026
Confirm job kickoff and deposit
Email leadStage 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