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Deals

Deals

Lumen Dental · Pilot programme

Lumen Dental · D-1023

Deal value

$7,500

Probability

10%

Expected close

Feb 10, 2027

Owner

Priya Raman

Stage
  1. Lead (current)

  2. Qualified

  3. Proposal

  4. Negotiation

  5. Won

Activity
  1. Call: Discovery call with Freya

    Covered goals, timeline and current tooling.

    Priya Raman · Nov 2, 2026 (today)

  2. Email: Sent overview to Freya

    Shared the product deck and two customer stories.

    Priya Raman · Oct 19, 2026 (14 days ago)

  3. Meeting: Demo for Freya's team

    Walked through the workflow end to end.

    Priya Raman · Oct 5, 2026 (28 days ago)

  4. Call: Pricing call with Freya

    Talked through seats, term and onboarding.

    Priya Raman · Sep 21, 2026 (42 days ago)

  5. Email: Follow-up to Freya

    Answered security and procurement questions.

    Priya Raman · Sep 7, 2026 (sep 7)

  6. Note: Deal created

    Source: Inbound. Added to the Lead stage.

    Priya Raman · Aug 24, 2026 (aug 24)

Notes
  • Main concern is migration effort. Offered a guided onboarding.

    Priya Raman · Sep 5, 2026

  • Champion is the head of operations. Needs a business case for finance.

    Priya Raman · Aug 27, 2026

Tasks
  • Call

    Owner: Priya Raman
Details
Source
Inbound
Created
Aug 24, 2026
Age
70 days
Weighted value
$750