Tasks
5 pending · 1 completed
Follow up with Acme Corp
HIGH
Discuss enterprise plan pricing
2026-07-12Acme Corp - Enterprise Plan
Send proposal to TechStart
MEDIUM
Include custom pricing tier
2026-07-13TechStart Annual License
Review contract terms
HIGH
Legal review needed
2026-07-14BrightWave Enterprise
Schedule demo with GlobalCo
LOW
30-min product walkthrough
2026-07-11GlobalCo CRM Migration
Update CRM records
LOW
Add notes from last meeting
2026-07-15
Prepare Q3 forecast
MEDIUM
Revenue projections for pipeline
2026-07-20