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 | -- | -- | -- |