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Deals

Fieldnote · Platform rollout

Fieldnote · D-1012

QualifiedView on pipeline

Deal value

$71,000

Probability

30%

Expected close

Dec 7, 2026

Owner

Ana Whitfield

Stage

  1. Lead

  2. Qualified (current)

  3. Proposal

  4. Negotiation

  5. Won

Activity

  1. Email: Sent overview to Oscar

    Shared the product deck and two customer stories.

    Ana Whitfield · Nov 1, 2026 (yesterday)

  2. Meeting: Demo for Oscar's team

    Walked through the workflow end to end.

    Ana Whitfield · Oct 29, 2026 (4 days ago)

  3. Stage change: Moved to Qualified

    Probability set to 30%.

    Ana Whitfield · Oct 27, 2026 (6 days ago)

  4. Call: Pricing call with Oscar

    Talked through seats, term and onboarding.

    Ana Whitfield · Oct 27, 2026 (6 days ago)

  5. Email: Follow-up to Oscar

    Answered security and procurement questions.

    Ana Whitfield · Oct 24, 2026 (9 days ago)

  6. Meeting: Stakeholder meeting with Oscar

    Introduced finance and IT to the plan.

    Ana Whitfield · Oct 22, 2026 (11 days ago)

  7. Note: Deal created

    Source: Referral. Added to the Lead stage.

    Ana Whitfield · Oct 19, 2026 (14 days ago)

Notes

  • They compared us with two other vendors. Strongest on reporting.

    Ana Whitfield · Oct 31, 2026

  • Legal asked for a data processing agreement. Sent the template.

    Ana Whitfield · Oct 22, 2026

Contacts on this deal
Tasks

  • Meeting

    Owner: Ana Whitfield
Details
Company
Fieldnote
Source
Referral
Created
Oct 19, 2026
Age
14 days
Weighted value
$21,300