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Upcoming
Feb 22, 2025
at 6:17 PM EST
Due Date
Feb 22, 2025
at 6:17 PM EST
Type
Meeting
Contacted
0 Contacts
Jitu Chauhan
logged a callJanuary 2024
-
Feb 22, 2025 at 6:17 PM ESTDue DateFeb 22, 2025at 6:17 PM ESTType MeetingContacted 0 Contacts
Jitu Chauhan
logged a call -
Feb 22, 2025 at 6:17 PM EST
Jitu chauhan moved deal to Qualification
-
Feb 22, 2025 at 6:17 PM EST
- Follow up with brian product demo
- Share the demo video
Assigned to
Jitu Chauhan
Due DateFeb 22, 2025at 6:17 PM ESTLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
-
Feb 22, 2025 at 6:17 PM EST
- Follow up with brian product demo
- Share the demo video
Assigned to
Jitu Chauhan
Due DateFeb 22, 2025at 6:17 PM ESTLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
-
Feb 22, 2025 at 6:17 PM EST
Onboarding with Sandeep Chauhan
Start TimeFeb 22, 2025at 6:17 PM ESTDuration 1 Hour 30 minutesAttendees 2 AttendeesVia Zoom Meeting -
Feb 22, 2025 at 6:17 PM EST
-
Feb 22, 2025 at 6:17 PM EST
Interaction Type: Phone Call
Summary:
- Discussed upcoming product launch event.
- John expressed interest in attending and requested more information about the agenda.
- Promised to send John an email with event details and registration link by end of day.
- Agreed to follow up with John next week to confirm attendance.
Follow-Up Actions:
- Send email to John with event details and registration link.
- Schedule follow-up call with John for next week.
-
This deal was created by Jitu ChauhanJan 3, 2024 at 12:15 PM EST
Notes
Feb 22, 2025
at 6:17 PM EST
Interaction Type: Phone Call
Summary:
- Discussed upcoming product launch event.
- John expressed interest in attending and requested more information about the agenda.
- Promised to send John an email with event details and registration link by end of day.
- Agreed to follow up with John next week to confirm attendance.
Follow-Up Actions:
- Send email to John with event details and registration link.
- Schedule follow-up call with John for next week.
Feb 22, 2025
at 6:17 PM EST
Interaction Type: Phone Call
Summary:
- Discussed upcoming product launch event.
- John expressed interest in attending and requested more information about the agenda.
- Promised to send John an email with event details and registration link by end of day.
- Agreed to follow up with John next week to confirm attendance.
Follow-Up Actions:
- Send email to John with event details and registration link.
- Schedule follow-up call with John for next week.
Feb 22, 2025
at 6:17 PM EST
Interaction Type: Phone Call
Summary:
- Discussed upcoming product launch event.
- John expressed interest in attending and requested more information about the agenda.
- Promised to send John an email with event details and registration link by end of day.
- Agreed to follow up with John next week to confirm attendance.
Follow-Up Actions:
- Send email to John with event details and registration link.
- Schedule follow-up call with John for next week.
Feb 22, 2025
at 6:17 PM EST
Interaction Type: Phone Call
Summary:
- Discussed upcoming product launch event.
- John expressed interest in attending and requested more information about the agenda.
- Promised to send John an email with event details and registration link by end of day.
- Agreed to follow up with John next week to confirm attendance.
Follow-Up Actions:
- Send email to John with event details and registration link.
- Schedule follow-up call with John for next week.
Feb 22, 2025
at 6:17 PM EST
Interaction Type: Phone Call
Summary:
- Discussed upcoming product launch event.
- John expressed interest in attending and requested more information about the agenda.
- Promised to send John an email with event details and registration link by end of day.
- Agreed to follow up with John next week to confirm attendance.
Follow-Up Actions:
- Send email to John with event details and registration link.
- Schedule follow-up call with John for next week.
Feb 22, 2025
at 6:17 PM EST
Interaction Type: Phone Call
Summary:
- Discussed upcoming product launch event.
- John expressed interest in attending and requested more information about the agenda.
- Promised to send John an email with event details and registration link by end of day.
- Agreed to follow up with John next week to confirm attendance.
Follow-Up Actions:
- Send email to John with event details and registration link.
- Schedule follow-up call with John for next week.
Emails
| Subject | Sender | Date & Time | Status | Actions | |
|---|---|---|---|---|---|
|
|
Follow-up on Proposaljane@example.com |
Jitu Chauhan | March 26, 2024 | 6:00 PM | Read | View |
|
|
Proposal for Partnershipjane@example.com |
Anita parmar | March 23, 2024 | 3:00 PM | Unread | View |
|
|
Pricing Inquiryjane@example.com |
Sandip Chauhan | March 20, 2024 | 2:00 PM | Read | View |
|
|
Feedback on Demojane@example.com |
Manasvi Suthar | March 19, 2024 | 01:20 PM | Read | View |
|
|
Meeting Confirmationjane@example.com |
Jitu Chauhan | March 19, 2024 | 11:35 AM | Read | View |
| Subject | Sender | Date & Time | Status | Actions | |
|---|---|---|---|---|---|
|
|
Follow-up on Proposaljane@example.com |
Jitu Chauhan | March 26, 2024 | 6:00 PM | Read | View |
|
|
Proposal for Partnershipjane@example.com |
Anita parmar | March 23, 2024 | 3:00 PM | Unread | View |
|
|
Pricing Inquiryjane@example.com |
Sandip Chauhan | March 20, 2024 | 2:00 PM | Read | View |
|
|
Feedback on Demojane@example.com |
Manasvi Suthar | March 19, 2024 | 01:20 PM | Read | View |
|
|
Meeting Confirmationjane@example.com |
Jitu Chauhan | March 19, 2024 | 11:35 AM | Read | View |
| Subject | Sender | Date & Time | Status | Actions | |
|---|---|---|---|---|---|
|
|
Follow-up on Proposaljane@example.com |
Jitu Chauhan | March 26, 2024 | 6:00 PM | Read | View |
|
|
Proposal for Partnershipjane@example.com |
Anita parmar | March 23, 2024 | 3:00 PM | Unread | View |
|
|
Pricing Inquiryjane@example.com |
Sandip Chauhan | March 20, 2024 | 2:00 PM | Read | View |
|
|
Feedback on Demojane@example.com |
Manasvi Suthar | March 19, 2024 | 01:20 PM | Read | View |
|
|
Meeting Confirmationjane@example.com |
Jitu Chauhan | March 19, 2024 | 11:35 AM | Read | View |
Calls
| Caller Name | Call Type | Date & Time | Created by | Actions | |
|---|---|---|---|---|---|
|
|
Outbound | March 26, 2024 | 6:00 PM | Jitu Chauhan | View | |
|
|
Inbound | March 26, 2024 | 6:00 PM | Jitu Chauhan | View | |
|
|
Sales | March 26, 2024 | 6:00 PM | Anita Parmar | View | |
|
|
Follow-up | March 26, 2024 | 6:00 PM | Sandip Chauhan | View | |
|
|
Feedback | March 26, 2024 | 6:00 PM | Manasvi Suthar | View |
Tasks
| Status | Task Title | Task type | Assigned To | Due Date | Priority | Actions |
|---|---|---|---|---|---|---|
|
|
Follow-up Call | Call | Jitu Chauhan | Mar 16,2024 10:00 AM | High | |
|
|
Send Proposal | Anita parmar | Mar 16,2024 10:00 AM | Medium | ||
|
|
Schedule Demo | Call | Sandip Chauhan | Mar 16,2024 10:00 AM | Low | |
|
|
Follow-up Email | Sandip Chauhan | Mar 16,2024 10:00 AM | Low | ||
|
|
Review Contract | To Do | Sandip Chauhan | Mar 16,2024 10:00 AM | Low |
Meetings
Monthly Pipeline Analysis
March 15, 2024
10:00 AM - 11:30 AM
2+
Scheduled
Virtual (Zoom Meeting)
Strategy Session for Lead Generation
March 15, 2024
10:00 AM - 11:30 AM
2+
Scheduled
Virtual (Google Meet)
Marketing Campaign Planning
March 15, 2024
10:00 AM - 11:30 AM
2+
Scheduled
Virtual (Google Meet)
Customer Success Review
March 15, 2024
10:00 AM - 11:30 AM
2+
Scheduled
Virtual (Zoom Meeting)
Quarterly Business Review
March 15, 2024
10:00 AM - 11:30 AM
2+
Meeting Completed
Product Demo Request
March 15, 2024
10:00 AM - 11:30 AM
2+
Canceled
Attachments
Proposal.pdf
MeetingNotes.docx
Presentation.pptx
DashUI-Preview.jpg
