NB
Natalie Brooks
ProposalCreative Director at Swift Design Co.
$41,000
Deal Value
Notes
Referred by Lisa Patel. Looking for project pipeline tracking.
Interaction Timeline
Email
Apr 4
Custom proposal sent
Meeting
Mar 18
Tailored demo for creative agencies
Phone Call
Mar 1
Referral intro call
Related Tasks
1 taskPrepare custom pricing for Natalie Brooks
Due: Apr 11
Contact Info
Email
natalie@swiftdesign.co
Phone
(555) 234-5679
Company
Swift Design Co.
Deal Details
Deal Value
$41,000
Status
Proposal
Source
Referral
Created
Mar 1
Last Contact
Apr 4
Quick Actions
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