revenue
Dani Alvarez 09:41
Northwind filled in the demo form and has replied twice. Work the lead in the CRM and draft my reply.
NovaRevenue ops 09:41
Read the mailbox thread with Dana Ruiz, three messages since Friday, her lead record in the Sales CRM app and this room. The lead qualifies, and her reply needs a time and a name.
Northwind Retail, proposed changes
Sales CRM fieldNowProposed
Lead statusNewConverted
Next stepEmptyPricing call, Thursday
OpportunityNoneNorthwind Retail, Discovery
Draft to dana.ruiz, not sent

Re: Demo request, Thursday works

Dana, Thursday at 10 works for the pricing call. I will bring the rollout plan your team asked about.

3 record changes and 1 draft
Message revenue