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Deal prep: Acme Corp
Pipeline review Q1
Contact lookup batch
Email draft: Sarah C.
Deal prep: Acme Corp
YB
What is the current status of the Acme Corp deal?
AI
Acme Corp — Enterprise Plan
Stage: Qualified
Value: $65,000
Owner: Sarah Chen
Days in stage: 12
Last activity: Pricing proposal sent Feb 24
One open task: Follow up on security questionnaire (due tomorrow).
get_deal + get_tasks executed
YB
Move it to Proposal stage and notify the team on Slack.
AI
Done! Acme Corp has been moved to
Proposal
stage and I posted an update to
#sales-pipeline
.
update_deal + send_slack completed