Home
Inbox6
Tasks7
Workspace
Projects
Pipeline
Work Orders
Clients
Vendors
Finance
Outreach
Reports
Automations
Documents
Import
Settings
Get started0 of 8 done · about 13 min left
FSG
Home6Inbox7TasksProjectsMore
#23232·The Salvation Army — Wisconsin & Upper MichiganSalvation Army — Kroc Center Green Bay

Kroc Center gym repaint

Sales DPDeanCreated 3w ago
Price
$29,400
Cost
$21,000
Margin
$8,400 · 29%
Sections
1
  1. Intake
  2. RFQ
  3. Proposal draft
  4. Proposal sent
  5. Sold
Proposal sentStep 4 of 5
Brief· live from this record

Proposal opened · waiting on a decision

Kroc Center gym repaint for The Salvation Army — Wisconsin & Upper Michigan at Salvation Army — Kroc Center Green Bay. Proposal v2 for $29,400 went out 2w ago and was opened 2w ago.

76Hot
Price
$29,400
Margin
29%

Details

Repaint gymnasium walls and ceiling deck

Requested by
Major Ellen GradyDivisional Property Secretary
Came in by
call
Site
1315 Lime Kiln Rd, Green Bay WI 54311
Access
—
Client PO
—
Worked by
DPDean
Tags
—

Milestones

  1. RequestedAug 14
  2. QuotedAug 23
  3. Soldnext—
  4. On site—
  5. Completed—
  6. Billed—
  7. Closed—

Activity

Today
  • Major Ellen Grady viewed proposalClient · 5h ago
    Review page opened from email · 2 min 10 s on page
Aug 25
  • Follow-up 1 sent to Major Ellen GradySystem · 11d ago
    Program: Proposal follow-up · step 1 of 7 · opened 2× · no reply
Aug 18
  • Proposal v1 sent to Major Ellen GradyDean Puccetti · 3w ago
    Via email with Review button · follow-up program enrolled
Aug 14
  • Project 23232 createdDean Puccetti · 3w ago
    Created from phone call

Follow-up program

Step 3 of 7
Next touch Sep 8. Stops when the client replies or acts.

People

  • ME
    Major Ellen Grady
    Divisional Property Secretary · The Salvation Army — Wisconsin & Upper Michigan
  • SalespersonDPDean

Open tasks

1
  • Reach out to Major Ellen Grady re: proposal 23232? (3 follow-ups, no reply)
    Tomorrow · 3:53 AM23232Proposal follow-up