DK
David Kim
Closed WonManaging Partner at Summit Consulting
$38,000
Deal Value
Notes
Happy customer. Has referred two other companies to us.
Interaction Timeline
Email
Mar 20
Quarterly check-in — very satisfied
Note
Nov 1
Contract signed
Meeting
Oct 1
Product demo
Phone Call
Sep 10
Intro call
Related Tasks
1 taskReview onboarding progress with David Kim
Due: Apr 14
Contact Info
Email
david@summitconsulting.com
Phone
(555) 789-0123
Company
Summit Consulting
Deal Details
Deal Value
$38,000
Status
Closed Won
Source
Referral
Created
Sep 10
Last Contact
Mar 20
Quick Actions
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