Sensitive actions are approval-gated and audit logged

DO
Deal workspace

David Parker — Monthly Home Reset

Jordan owns the next action: Confirm job kickoff and deposit

Back
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 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