Yarrow — Annual plan
WonHigh priorityActivity
Yesterday
Note: Needs SSO before signing
Summary shared with the team.Maya Adams
Jun 8, 2026
Email: Email to Selin Nguyen
Security questionnaireMaya Adams
Jun 6, 2026
Task: Completed a task
Update the close dateMaya Adams
Jun 3, 2026
Meeting: Meeting with Tariq Bose
Maya Adams
Note: Asked for a reference customer
Summary shared with the team.Maya Adams
Jun 2, 2026
Task: Completed a task
Update the close dateMaya Adams
Jun 1, 2026
Stage change: Stage Negotiation → Won
Maya Adams
May 29, 2026
Call: Call with Uma Moreau · 33 min
Check-inMaya Adams
May 28, 2026
Email: Email to Uma Moreau
Proposal v2Maya Adams
May 27, 2026
Task: Completed a task
Share the proposalMaya Adams
May 25, 2026
Email: Email to Uma Moreau
Order formMaya Adams
Note: Asked for a reference customer
Summary shared with the team.Maya Adams
May 24, 2026
Stage change: Stage Proposal → Negotiation
Maya Adams
May 22, 2026
Email: Email to Selin Nguyen
Pricing questionsMaya Adams
May 19, 2026
Call: Call with Uma Moreau · 17 min
Check-inMaya Adams
May 17, 2026
Stage change: Stage Demo → Proposal
Maya Adams
May 15, 2026
Task: Completed a task
Call backMaya Adams
May 13, 2026
Email: Email to Selin Nguyen
Next stepsMaya Adams
May 11, 2026
Note: Budget approved for Q2
Summary shared with the team.Maya Adams
May 9, 2026
Stage change: Stage Qualified → Demo
Maya Adams
May 8, 2026
Call: Call with Tariq Bose · 42 min
Check-inMaya Adams
Email: Email to Uma Moreau
Order formMaya Adams
May 4, 2026
Email: Email to Uma Moreau
Next stepsMaya Adams
May 3, 2026
Note: Champion is moving teams in July
Summary shared with the team.Maya Adams
Email: Email to Uma Moreau
Security questionnaireMaya Adams
May 2, 2026
Update: Created
Maya Adams