Quartz — Annual plan

LostHigh priority

$47,000Closed May 16, 2026Ana CostaCreated May 10, 2026

Activity

Yesterday

Task: Completed a task
4:53 AM
Share the proposal
Ana Costa

Jun 13, 2026

Email: Email to Nadia Petrov
11:26 AM
Next steps
Ana Costa

Jun 12, 2026

Call: Call with Nadia Petrov · 39 min
1:48 PM
Check-in
Ana Costa

Jun 10, 2026

Note: Budget approved for Q2
6:46 PM
Summary shared with the team.
Ana Costa

Jun 7, 2026

Task: Completed a task
9:58 PM
Prepare the QBR
Ana Costa
Email: Email to Nadia Petrov
6:05 PM
Pricing questions
Ana Costa

Jun 3, 2026

Stage change: Stage Negotiation → Lost
10:36 PM
Ana Costa

May 28, 2026

Stage change: Stage Proposal → Negotiation
5:46 PM
Ana Costa
Email: Email to Nadia Petrov
3:09 AM
Security questionnaire
Ana Costa

May 27, 2026

Email: Email to Nadia Petrov
12:40 PM
Pricing questions
Ana Costa

May 26, 2026

Note: Champion is moving teams in July
7:25 PM
Summary shared with the team.
Ana Costa

May 22, 2026

Note: Asked for a reference customer
1:09 PM
Summary shared with the team.
Ana Costa
Stage change: Stage Demo → Proposal
12:56 PM
Ana Costa

May 20, 2026

Email: Email to Nadia Petrov
6:02 AM
Security questionnaire
Ana Costa

May 16, 2026

Note: Needs SSO before signing
9:19 PM
Summary shared with the team.
Ana Costa
Stage change: Stage Qualified → Demo
8:06 AM
Ana Costa
Task: Completed a task
3:43 AM
Call back
Ana Costa
Note: Champion is moving teams in July
1:04 AM
Summary shared with the team.
Ana Costa

May 14, 2026

Email: Email to Nadia Petrov
11:16 PM
Security questionnaire
Ana Costa
Task: Completed a task
12:51 AM
Update the close date
Ana Costa

May 10, 2026

Call: Call with Nadia Petrov · 6 min
6:18 PM
Pricing questions
Ana Costa
Update: Created
3:16 AM
Ana Costa