Lead Data ID Date Email Lead Name Lead Type Lead Contact

LbaFJZVL 1/1/2018 carter@sulaco.com Sulaco Inc Hot lead Carter Burke

arOPzmaN 2/1/2018 bishop@forina.com Fiorina Corp Hot lead Bishop Weyland
UG2LT8ha 3/1/2018 ellen@auriga.com Auriga Inc Warm lead Ellen Ripley
cM2H9LCQ 4/1/2018 brian@winterfell.com Winterfell Inc Warm lead Brian Stark
qLjAQcZe 5/1/2018 jaime@casterly.com Casterly Minerals Cold lead Jaime Lann
SaBuzHne 6/1/2018 kat@rrt.com River Run Travels Cold lead Kate Tully
ZApPeQxz 7/1/2018 sam@oldtown.com Oldtown Dairy Warm lead Sam Maesters
QxatEbPe 8/2/2018 carter@sulaco.com Sulaco Inc Warm lead Carter Burke
 Lead Lead Potential Chance of Forecast Weighted
Lead Source
Region Country Opportunity Sale Close Forecast

Referral America USA $300,000.00 90% February $270,000.00

Direct Sales Asia Thailand $200,000.00 75% March $20,000.00
Solution Partner Asia India $100,000.00 50% May $20,000.00
Referral America Canada $300,000.00 50% July $150,000.00
Referral Europe Spain $200,000.00 20% August $80,000.00
Solution Partner Asia China $100,000.00 20% September $20,000.00
Solution Partner Europe France $100,000.00 60% September $60,000.00
Referral America Canada $20,000.00 60% September 12000
FollowUp ID Lead Data ID Date Communication Start Time Finish Time Duration
abzFrZVa LbaFJZVL 3/1/2018 Email 10:00:00 10:05:00 0:05:00
zrOPzmzK arOPzmaN 4/1/2018 Phone 10:30:00 10:45:00 0:15:00
aG2aT8hz UG2LT8ha 5/1/2018 SMS 11:00:00 11:30:00 0:30:00
cM2H9aCQ cM2H9LCQ 6/1/2018 Hangouts 12:30:00 13:30:00 1:00:00
qaduQcud qLjAQcZe 7/1/2018 Email 14:00:00 14:30:00 0:30:00
YuBauHnd SaBuzHne 8/1/2018 Phone 15:00:00 15:30:00 0:30:00
uupPdQxu ZApPeQxz 9/1/2018 SMS 16:00:00 16:30:00 0:30:00
l63MHcrz arOPzmaN 7/1/2018 Email 10:58:47 11:58:47 1:00:00
HSsPmD6S arOPzmaN 7/9/2018 Phone 11:05:29 11:45:29 0:40:00
SqGnfkB0 LbaFJZVL 7/30/2018 Email 9:44:32 9:56:39 0:12:07
7yoqGpWv cM2H9LCQ 7/30/2018 Email 9:59:42 10:02:22 0:02:40
BLxNC7an qLjAQcZe 7/29/2018 Phone 10:04:12 10:06:02 0:01:50
IdLyNL1r qLjAQcZe 7/30/2018 Email 21:36:57 21:38:17 0:01:20
tpy8DsDz QxatEbPe 8/2/2018 Email 11:14:28 11:15:51 0:01:23
p0ZfyZC9 ZApPeQxz 8/2/2018 Email 11:22:07 11:22:42 0:00:35
XgSbQUGs ZApPeQxz 8/2/2018 11:30:04 11:30:32 0:00:28
Refer To Team Lead Status Progress Notes Next
Sales Send Information Quarter Prefers email communication Follow up email Friday
Production Send Information Quarter Wants to see working demo be Arange meeting for 6th April
Sales Send Information Quarter Notes Do this
Sales Send Information Quarter Notes Do this
Marketing Send Information Quarter Notes Do this
Accounting Send Information Quarter Notes Do this
Sales Send Information Quarter Notes Do this
Production Send Proposal Half Meet with with production on Set up meeting for Wednesday
Accounting Deal Closed Full Sale Completed and forms siSend completed forms to Accounti
Send Proposal Half Prepare Bill of Sale Customer to sign bill of sale.
Accounting Send proposal Half Send new email re sales offerAwaiting reply from email
Canceled Empty Notes Confirm cancellation.
Canceled Empty Cancellation Confirmed NIL
Sales Send Information Quarter Requires all the info Do next
Send Proposal Half Notes Do this
Follow Up 30 Three Quarter
Next Date Sales Person Signature
3/7/2018
4/6/2018

7/4/2018
7/10/2018
8/1/2018
7/31/2018
7/31/2018
7/30/2018 FollowUp_Images/IdLyNL1r.Signature.093823.png
8/6/2018 FollowUp_Images/tpy8DsDz.Signature.111558.png
8/2/2018
9/2/2018
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Email Contact Name Lead Name Phone Number
carter@sulaco.com Carter Burke Sulaco Inc 425-865-1111
bishop@forina.com Bishop Weyland Fiorina Corp 425-865-2222
ellen@auriga.com Ellen Ripley Auriga Inc 425-865-3333
brian@winterfell.com Brian Stark Winterfell Inc 425-865-4444
jaime@casterly.com Jaime Lann Casterly Minerals 425-865-5555
kat@rrt.com Kate Tully River Run Travels 425-865-6666
sam@oldtown.com Sam Maesters Oldtown Dairy 425-865-7777
Existing Customer?Role
N Operations Director
Y VP Research
N Director of Robotics
N Program Manager
N Buyer
N Buyer
N Buyer
Comments
Wants a volume discount. Managing to current tight budget constraints.
Might outsource current project.
Focus on speed and agility. Data-driven decision maker.
Wants to proceed cautiously. Burnt by prior experiences with external parties.