CRM Dashboard

Hi Mona,

68% of goal achieved

Monthly Goal

$45,000

Copilot has pinpointed 20 key leads that show strong purchase intent and are actively engaging. These leads need your focus.

JR

Jane Reyes

COONorthwind Traders

in-progress

Interested in upgrading espresso machines for her in-store coffee shops.

$45,000
4/1/2024
Decision Maker
AM

Allan Munger

Head of Real EstateContoso Coffee

new

Looking to upgrade service contract for multiple locations.

$75,000
3/30/2024
Decision Maker
SC

Sarah Chen

Procurement ManagerGlobal Cafe Chain

in-progress

Expansion project requiring new equipment setup.

$120,000
4/5/2024
Influencer