User
Alex Morgan
Sales Manager
ContactCompanyEmailPhoneStatusLast ContactActions
John Davis
TechCorp Inc.john.davis@techcorp.com(555) 234-5678CustomerMar 20, 2026
Emma Wilson
Acme Solutionsemma.w@acme.co(555) 345-6789LeadMar 19, 2026
Robert Chen
GlobalTechr.chen@globaltech.io(555) 456-7890ProspectMar 18, 2026
Maria Garcia
DataSyncmaria@datasync.com(555) 567-8901CustomerMar 17, 2026
David Kim
CloudPeakd.kim@cloudpeak.io(555) 678-9012LeadMar 16, 2026
Sarah Johnson
NexGen Solutionss.johnson@nexgen.com(555) 789-0123CustomerMar 15, 2026
James Brown
ShopFlowjames.b@shopflow.com(555) 890-1234ProspectMar 14, 2026
Lisa Thompson
BrightPath Inc.l.thompson@brightpath.co(555) 901-2345LeadMar 13, 2026
Michael Scott
Apex Solutionsm.scott@apex.com(555) 012-3456CustomerMar 12, 2026
Jennifer Lee
Pinnacle Groupj.lee@pinnacle.io(555) 123-4567ProspectMar 11, 2026
William Taylor
Vertex Labsw.taylor@vertex.com(555) 234-5679LeadMar 10, 2026
Amanda Rodriguez
Orbit Digitala.rodriguez@orbit.co(555) 345-6780CustomerMar 9, 2026
Daniel Martinez
Forge Systemsd.martinez@forge.io(555) 456-7891ProspectMar 8, 2026
Rachel Adams
Pulse Analyticsr.adams@pulse.com(555) 567-8902LeadMar 7, 2026
Chris Patel
Horizon Mediac.patel@horizon.co(555) 678-9013CustomerMar 6, 2026
John Davis
TechCorp Inc.
john.davis@techcorp.com (555) 234-5678 Customer
Interaction Timeline
Phone Call — Discussed Q2 renewal pricing and feature requirements
Mar 20, 2026 at 2:30 PM
Email Sent — Sent updated pricing proposal with volume discount
Mar 18, 2026 at 10:15 AM
Meeting — Product demo with John and his team (45 min)
Mar 15, 2026 at 3:00 PM
Note Added — Client interested in enterprise plan, needs SSO integration
Mar 12, 2026 at 11:00 AM
Email Received — Reply with additional requirements and budget approval
Mar 10, 2026 at 9:45 AM
Phone Call — Initial discovery call, 30 minutes
Mar 5, 2026 at 11:00 AM
Associated Deals
TechCorp Enterprise License
Proposal Stage
$45,000
TechCorp Support Plan
Negotiation Stage
$12,000
Tasks
Send updated contract
Due Mar 25
Schedule follow-up meeting
Due Mar 28
Files
Proposal_TechCorp_v2.pdf Download
Contract_Draft.docx Download
Pricing_Breakdown.xlsx Download