#### Activities

###### 01 Aug, 2025

09:30 AM

New lead: John Carter added to the "Enterprise" pipeline by Sarah Lee .

Cold Lead 01 Aug, 2025, 09:30 AM
10:15 AM

Deal created: Q3 Licensing for John Carter added by Sarah Lee with value $15,000.

High Priority 01 Aug, 2025, 10:15 AM
11:45 AM

Note added: Client requested a 15-day extension on proposal deadline. Logged by Sarah Lee .

Client Requested 01 Aug, 2025, 11:45 AM

###### 31 Jul, 2025

03:30 PM

Call completed: Follow-up call with Emily Watson to discuss contract renewal.

Follow Up Needed 31 Jul, 2025, 03:30 PM
01:00 PM

Email: Welcome email with demo link sent to Michael Barnes .

Automated 31 Jul, 2025, 01:00 PM

###### 30 Jul, 2025

02:45 PM

Demo scheduled: A demo was booked with Linda Rowe for 02 Aug at 4:00 PM. Invite sent with Google Meet link.

Scheduled 30 Jul, 2025, 02:45 PM
10:00 AM

Lead reassigned: Lead Alice Monroe was reassigned from James Parker to Lisa Turner for better regional alignment.

Internal 30 Jul, 2025, 10:00 AM

###### 29 Jul, 2025

05:30 PM

Lead converted: Jacob Wells converted into customer after final proposal approval. Contract sent for signing.

Won 29 Jul, 2025, 05:30 PM
11:15 AM

Note added: Added post-call notes for Emily Watson . Follow-up set for next week to review proposal edits.

Internal Note 29 Jul, 2025, 11:15 AM

###### 27 Jul, 2025

03:00 PM

Deal lost: Deal IT Revamp - BetaSoft marked as lost due to pricing mismatch. Feedback recorded.

Lost 27 Jul, 2025, 03:00 PM
09:20 AM

Contact info updated: Phone and email updated for Jessica Tran . New contact details logged.

Updated 27 Jul, 2025, 09:20 AM
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