Client portfolios

Account name

Creation date

Status

Opportunity owner

Opportunity name

Deadline

Proposal Notes

CarMax

7 October 2024

Draft Proposal
John Doe

8 October 2024

Notes, notes, notes

First test from FE

16 September 2024

Closed
John Doe

Great opportunity

--

--

Microsoft

16 September 2024

Draft Proposal
Alice Anderson

16 September 2024

This is my personal note.

Microsoft

16 September 2024

Draft Proposal
Alice Anderson

--

16 September 2024

This is my personal note.

Microsoft

16 September 2024

Draft Proposal
Alice Anderson

--

16 September 2024

This is my personal note.

Second test from FE

16 September 2024

Draft Proposal
John Doe

--

31 August 2024

--

Test 001

1 October 2024

Draft Proposal
John Doe

--

--

--

Teste 3

8 October 2024

Draft Proposal
John Doe

--

--

--