Deal Information
Migration
Description Information
Notes
Quotes
| Subject | Quote Stage | Valid Until | Carrier | Quote Owner | |
|---|---|---|---|---|---|
| Juniper Lane North site, nightly cleaning | Confirmed | FedEX | Priya Anand |
Work Orders Deal
| Name | ||
|---|---|---|
| WO-1012 |
Connected Records
Attachments
Stage History
| Stage | Amount | Probability (%) | Expected Revenue | Closing Date | Modified By | Modified Time |
|---|---|---|---|---|---|---|
| Closed Won | $ 19,008.00 | 100 | Dana Whitfield | Oct 9, 2026 06:30 PM | ||
| Contract Sent | $ 19,008.00 | 90 | Dana Whitfield | Oct 9, 2026 06:29 PM | ||
| Decision Maker Bought-In | $ 19,008.00 | 80 | Dana Whitfield | Oct 9, 2026 05:55 PM | ||
| Presentation Scheduled | 60 | Dana Whitfield | Oct 9, 2026 05:47 PM | |||
| Qualified To Buy | 40 | Dana Whitfield | Oct 9, 2026 05:45 PM | |||
| Appointment Scheduled | 20 | Dana Whitfield | Oct 9, 2026 08:37 AM |
Competitors
Cadences
Open Activities
| Subject | Activity Type | Due Date | Status | Priority | Task Owner |
|---|---|---|---|---|---|
| Call Rowan Ekholm about the quote | Task | Oct 9, 2026 | Not Started | High | Dana Whitfield |
Closed Activities
Sales Orders
Contact Roles
| Contact Name | Contact Role | |
|---|---|---|
| Rowan Ekholm | [email protected] |
Emails
Cases
ZohoSign Documents
| Zoho Sign Document Name | Zoho Sign Document Owner | Modified Time | ||
|---|---|---|---|---|
| Quote_4410236000000932017 | Dana Whitfield | Oct 9, 2026 06:04 PM |
Invoices
Products
Checklists
| Checklist details | Completed by |
|---|---|
| Signature | Completed via transition "Send for signature" |
| Quote approval | Completed via transition "Quote approved" |
Work Order Number was updated from blank value to WO-1012
Webhook Field Ops: create work order was invoked
Email Sent to Dana Whitfield using Email Notification Big Deal Alert
Exited a Blueprint - Larkmoor deal path with State Closed Won
Probability (%) was updated from 90 to 100
Expected Revenue was updated from $ 17,107.20 to $ 19,008.00
Stage was updated from Contract Sent to Closed Won
Signed quote received was updated from false to true
Checklist Signature was completed
Probability (%) was updated from 80 to 90
Expected Revenue was updated from $ 15,206.40 to $ 17,107.20
Stage was updated from Decision Maker Bought-In to Contract Sent
Checklist Quote approval was completed
Amount was updated from to $ 19,008.00
Probability (%) was updated from 60 to 80
Expected Revenue was updated from null to $ 15,206.40
Stage was updated from Presentation Scheduled to Decision Maker Bought-In
Expected Revenue was updated from to $ 15,206.40
Probability (%) was updated from 40 to 60
Stage was updated from Qualified To Buy to Presentation Scheduled
Scope notes was updated from blank value to Walk the north site floors and restrooms; confirm nightly scope and access times.
Site visit date was updated from blank value to Oct 14, 2026
Entered a Blueprint - Larkmoor deal path with State Qualified To Buy
Stage was updated from Appointment Scheduled to Qualified To Buy
Probability (%) was updated from 20 to 40
Territory was updated from blank value to East
Deal created by converting the Lead Rowan Ekholm
Deal task assigned