Fernhill — Annual plan

Note: Budget approved for Q2

Meeting: Meeting with Dana Ortiz

Note: Budget approved for Q2

Task: Completed a task

Call: Call with Dana Ortiz · 37 min

Stage change: Stage Negotiation → Won

Note: Needs SSO before signing

Stage change: Stage Proposal → Negotiation

Task: Completed a task

Email: Email to Dana Ortiz

Meeting: Meeting with Dana Ortiz

Stage change: Stage Demo → Proposal

Email: Email to Dana Ortiz

Stage change: Stage Qualified → Demo

Call: Call with Dana Ortiz · 19 min

Note: Asked for a reference customer

Note: Legal prefers our paper

Update: Created