Copperline — Annual plan
OpenHigh priorityActivity
Today
Note: Legal prefers our paper
Summary shared with the team.Maya Adams
Email: Email to Uma Silva
Order formMaya Adams
Yesterday
Note: Asked for a reference customer
Summary shared with the team.Maya Adams
Email: Email to Uma Silva
Pricing questionsMaya Adams
Jun 14, 2026
Email: Email to Uma Silva
Pricing questionsMaya Adams
Email: Email to Selin Khan
Next stepsMaya Adams
Task: Completed a task
Update the close dateMaya Adams
Task: Completed a task
Share the proposalMaya Adams
Task: Completed a task
Send follow-upMaya Adams
Jun 13, 2026
Note: Budget approved for Q2
Summary shared with the team.Maya Adams
Jun 12, 2026
Note: Champion is moving teams in July
Summary shared with the team.Maya Adams
Email: Email to Selin Khan
Pricing questionsMaya Adams
Meeting: Meeting with Uma Silva
Maya Adams
Note: Needs SSO before signing
Summary shared with the team.Maya Adams
Note: Asked for a reference customer
Summary shared with the team.Maya Adams
Call: Call with Uma Silva · 34 min
Pricing questionsMaya Adams
Jun 11, 2026
Email: Email to Uma Silva
Pricing questionsMaya Adams
Task: Completed a task
Update the close dateMaya Adams
Email: Email to Tariq Alvarez
Next stepsMaya Adams
Stage change: Stage Qualified → Demo
Maya Adams
Jun 10, 2026
Meeting: Meeting with Selin Khan
Maya Adams
Email: Email to Selin Khan
Order formMaya Adams
Task: Completed a task
Prepare the QBRMaya Adams
Meeting: Meeting with Tariq Alvarez
Maya Adams
Call: Call with Uma Silva · 29 min
Discovery callMaya Adams
Email: Email to Tariq Alvarez
Pricing questionsMaya Adams
Task: Completed a task
Schedule a demoMaya Adams
Meeting: Meeting with Selin Khan
Maya Adams
Email: Email to Selin Khan
Pricing questionsMaya Adams
Jun 9, 2026
Email: Email to Tariq Alvarez
Security questionnaireMaya Adams
Email: Email to Tariq Alvarez
Proposal v2Maya Adams
Jun 8, 2026
Update: Created
Maya Adams