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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 2025
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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 ESTJitu chauhan moved deal to Qualification
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Feb 22, 2025 at 6:17 PM EST
- Follow up with brian product demo
- Share the demo video
Assigned to
Jitu ChauhanDue 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.
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Feb 22, 2025 at 6:17 PM EST
- Follow up with brian product demo
- Share the demo video
Assigned to
Jitu ChauhanDue 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.
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Feb 22, 2025 at 6:17 PM ESTOnboarding with Sandeep ChauhanStart TimeFeb 22, 2025at 6:17 PM ESTDuration 1 Hour 30 minutesAttendees 2 AttendeesVia Zoom Meeting
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Feb 22, 2025 at 6:17 PM EST
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Feb 22, 2025 at 6:17 PM ESTInteraction Type: Phone CallSummary:
- 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.
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This deal was created by Jitu ChauhanJan 3, 2025 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 Proposal
jane@example.com
|
Jitu Chauhan | March 26, 2025 | 6:00 PM | Read | View |
|
|
Proposal for Partnership
jane@example.com
|
Anita parmar | March 23, 2025 | 3:00 PM | Unread | View |
|
|
Pricing Inquiry
jane@example.com
|
Sandip Chauhan | March 20, 2025 | 2:00 PM | Read | View |
|
|
Feedback on Demo
jane@example.com
|
Manasvi Suthar | March 19, 2025 | 01:20 PM | Read | View |
|
|
Meeting Confirmation
jane@example.com
|
Jitu Chauhan | March 19, 2025 | 11:35 AM | Read | View |
| Subject | Sender | Date & Time | Status | Actions | |
|---|---|---|---|---|---|
|
|
Follow-up on Proposal
jane@example.com
|
Jitu Chauhan | March 26, 2025 | 6:00 PM | Read | View |
|
|
Proposal for Partnership
jane@example.com
|
Anita parmar | March 23, 2025 | 3:00 PM | Unread | View |
|
|
Pricing Inquiry
jane@example.com
|
Sandip Chauhan | March 20, 2025 | 2:00 PM | Read | View |
|
|
Feedback on Demo
jane@example.com
|
Manasvi Suthar | March 19, 2025 | 01:20 PM | Read | View |
|
|
Meeting Confirmation
jane@example.com
|
Jitu Chauhan | March 19, 2025 | 11:35 AM | Read | View |
| Subject | Sender | Date & Time | Status | Actions | |
|---|---|---|---|---|---|
|
|
Follow-up on Proposal
jane@example.com
|
Jitu Chauhan | March 26, 2025 | 6:00 PM | Read | View |
|
|
Proposal for Partnership
jane@example.com
|
Anita parmar | March 23, 2025 | 3:00 PM | Unread | View |
|
|
Pricing Inquiry
jane@example.com
|
Sandip Chauhan | March 20, 2025 | 2:00 PM | Read | View |
|
|
Feedback on Demo
jane@example.com
|
Manasvi Suthar | March 19, 2025 | 01:20 PM | Read | View |
|
|
Meeting Confirmation
jane@example.com
|
Jitu Chauhan | March 19, 2025 | 11:35 AM | Read | View |
Calls
All Call
All Call
Feedback
Follow up
Inbound
Outbound
Sales
| Caller Name | Call Type | Date & Time | Created by | Actions | |
|---|---|---|---|---|---|
|
|
Outbound | March 26, 2025 | 6:00 PM | Jitu Chauhan | View | |
|
|
Inbound | March 26, 2025 | 6:00 PM | Jitu Chauhan | View | |
|
|
Sales | March 26, 2025 | 6:00 PM | Anita Parmar | View | |
|
|
Follow-up | March 26, 2025 | 6:00 PM | Sandip Chauhan | View | |
|
|
Feedback | March 26, 2025 | 6:00 PM | Manasvi Suthar | View |
Tasks
|
|
Task Title | Task type | Assigned To | Due Date | Priority | Actions |
|---|---|---|---|---|---|---|
|
|
Follow-up Call | Call | Jitu Chauhan | Mar 16,2025 10:00 AM | High | |
|
|
Send Proposal | Anita parmar | Mar 16,2025 10:00 AM | Medium | ||
|
|
Schedule Demo | Call | Sandip Chauhan | Mar 16,2025 10:00 AM | Low | |
|
|
Follow-up Email | Sandip Chauhan | Mar 16,2025 10:00 AM | Low | ||
|
|
Review Contract | To Do | Sandip Chauhan | Mar 16,2025 10:00 AM | Low |
Meetings
Monthly Pipeline Analysis
March 15, 2025
10:00 AM - 11:30 AM
2+
Scheduled
Virtual (Zoom Meeting)
Strategy Session for Lead Generation
March 15, 2025
10:00 AM - 11:30 AM
2+
Scheduled
Virtual (Google Meet)
Marketing Campaign Planning
March 15, 2025
10:00 AM - 11:30 AM
2+
Scheduled
Virtual (Google Meet)
Customer Success Review
March 15, 2025
10:00 AM - 11:30 AM
2+
Scheduled
Virtual (Zoom Meeting)
Quarterly Business Review
March 15, 2025
10:00 AM - 11:30 AM
2+
Meeting Completed
Product Demo Request
March 15, 2025
10:00 AM - 11:30 AM
2+
Canceled
Attachments
Proposal.pdf
MeetingNotes.docx
Presentation.pptx
Dasher-Preview.jpg
