LP
Lisa Patel
Closed WonVP of Sales at GreenLight Finance
$54,000
Deal Value
Notes
Signed 2-year enterprise contract. Onboarding scheduled.
Interaction Timeline
Meeting
Mar 15
Onboarding kickoff meeting
Note
Feb 1
Contract signed — 2 year enterprise
Phone Call
Jan 10
Contract negotiation call
Meeting
Dec 5
Full team demo
Email
Nov 20
Inbound request for pricing
Related Tasks
2 tasksQuarterly check-in with Lisa Patel
Due: Apr 10
Send contract to Lisa Patel
Due: Mar 28
Contact Info
Email
lisa@greenlightfinance.com
Phone
(555) 678-9012
Company
GreenLight Finance
Deal Details
Deal Value
$54,000
Status
Closed Won
Source
Website
Created
Nov 20
Last Contact
Mar 15
Quick Actions
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