JR
James Rodriguez
ProposalCTO at Pinnacle Technologies
$72,000
Deal Value
Notes
Referred by David Kim. Needs integration with Salesforce.
Interaction Timeline
Phone Call
Apr 3
Follow-up on proposal — requested modifications
Email
Mar 15
Proposal sent — 3-year contract
Meeting
Jan 25
Technical deep-dive with engineering team
Phone Call
Jan 10
Intro call from referral
Related Tasks
1 taskSend follow-up proposal to James Rodriguez
Due: Apr 8
Contact Info
Email
james@pinnacletech.io
Phone
(555) 345-6789
Company
Pinnacle Technologies
Deal Details
Deal Value
$72,000
Status
Proposal
Source
Referral
Created
Jan 10
Last Contact
Apr 3
Quick Actions
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