Dovetail — Annual plan

Open

$61,000Closes Jun 13, 2026Maya AdamsCreated May 10, 2026

Activity

Yesterday

Task: Completed a task
10:44 PM
Update the close date
Maya Adams

Jun 13, 2026

Call: Call with Zoe Okoye · 12 min
2:01 AM
Pricing questions
Maya Adams

Jun 12, 2026

Task: Completed a task
4:32 PM
Prepare the QBR
Maya Adams
Task: Completed a task
8:38 AM
Call back
Maya Adams
Email: Email to Arjun Petrov
12:53 AM
Proposal v2
Maya Adams

Jun 11, 2026

Note: Needs SSO before signing
4:27 AM
Summary shared with the team.
Maya Adams

Jun 9, 2026

Email: Email to Arjun Petrov
8:45 AM
Security questionnaire
Maya Adams

Jun 6, 2026

Email: Email to Zoe Okoye
4:47 AM
Pricing questions
Maya Adams

Jun 5, 2026

Email: Email to Yara Tanaka
11:59 AM
Order form
Maya Adams

Jun 4, 2026

Email: Email to Arjun Petrov
11:34 AM
Next steps
Maya Adams

Jun 3, 2026

Call: Call with Yara Tanaka · 32 min
7:26 AM
Discovery call
Maya Adams
Task: Completed a task
7:18 AM
Send follow-up
Maya Adams
Meeting: Meeting with Arjun Petrov
2:28 AM
Maya Adams

Jun 2, 2026

Note: Legal prefers our paper
12:16 AM
Summary shared with the team.
Maya Adams

Jun 1, 2026

Call: Call with Yara Tanaka · 15 min
1:46 AM
Pricing questions
Maya Adams

May 29, 2026

Email: Email to Yara Tanaka
8:14 PM
Security questionnaire
Maya Adams
Call: Call with Arjun Petrov · 26 min
11:34 AM
Pricing questions
Maya Adams

May 27, 2026

Meeting: Meeting with Arjun Petrov
3:46 PM
Maya Adams

May 26, 2026

Meeting: Meeting with Yara Tanaka
8:51 AM
Maya Adams

May 24, 2026

Email: Email to Zoe Okoye
3:36 PM
Proposal v2
Maya Adams

May 22, 2026

Stage change: Stage Qualified → Demo
3:36 PM
Maya Adams

May 21, 2026

Note: Asked for a reference customer
8:43 PM
Summary shared with the team.
Maya Adams
Email: Email to Yara Tanaka
6:08 PM
Pricing questions
Maya Adams

May 20, 2026

Task: Completed a task
3:17 AM
Call back
Maya Adams

May 19, 2026

Call: Call with Arjun Petrov · 32 min
3:46 AM
Discovery call
Maya Adams

May 14, 2026

Call: Call with Arjun Petrov · 34 min
2:01 AM
Pricing questions
Maya Adams

May 13, 2026

Email: Email to Zoe Okoye
3:48 PM
Order form
Maya Adams

May 11, 2026

Note: Needs SSO before signing
5:15 PM
Summary shared with the team.
Maya Adams
Email: Email to Zoe Okoye
12:03 PM
Next steps
Maya Adams

May 10, 2026

Meeting: Meeting with Yara Tanaka
5:43 PM
Maya Adams
Update: Created
7:16 AM
Maya Adams