Activity Timeline
Activity Timeline
All interactions across contacts, deals, and companies
Thursday, 28 November 2024
Deal Won: Legal & General Platform Upgrade
Deal WonClosed deal worth £45,000
SMSarah Mitchell
over 1 year agodeal: Legal & General Platform UpgradeEmail sent to Charlotte Davies
EmailContract revision sent for review
SMSarah Mitchell
over 1 year agocontact: Charlotte DaviesWednesday, 27 November 2024
Discovery call with Harry Walker
MeetingInitial requirements discussion for Sage deal
ETEmma Thompson
over 1 year agocontact: Harry WalkerCall with William Hughes
CallDiscussed technical requirements for proposal
JWJames Wilson
over 1 year agocontact: William HughesTuesday, 26 November 2024
New Deal: Barclays Analytics Add-on
Deal CreatedUpsell opportunity created worth £35,000
SMSarah Mitchell
over 1 year agodeal: Barclays Analytics Add-onTask completed: Update CRM data for Intercom
Task CompletedAdded 3 new contacts from meeting notes
JWJames Wilson
over 1 year ago: Monday, 25 November 2024
Note added to ARM Holdings deal
NoteChampion confirmed multi-year interest
SMSarah Mitchell
over 1 year agodeal: ARM Enterprise LicenseEmail received from Olivia Taylor
EmailQuestions about enterprise pricing tier
ETEmma Thompson
over 1 year agocontact: Olivia Taylor