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Follow-up Overdue
Deal "Security Audit Services" follow-up was due on Apr 8
Visit Check-in Reminder
Scheduled visit with Acme Corporation starts in 30 minutes
3 hours agoDeal Moved to Quotation
Michael Torres moved "Cloud Migration Project" to Quotation stage
5 hours agoNew Quotation Created
Quotation QT-2026-044 has been created and sent for review
5 hours agoManage your CRM configuration
ORGANIZATION
Fill in the details to add a deal to the pipeline.
Record a planned or unplanned customer visit.
Update scheduled time or objective.
Your notes help the team improve — be specific.
Each person's score reflects their progress toward monthly KPI targets.
Score formula
If the rep has zero actual visits this month, the score is halved (× 0.5).
Badges
Momentum
This will permanently delete all demo-generated data:
Your settings, integrations, and branding will not be affected.