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Deals

Fieldnote · Onboarding package

Fieldnote · D-1037

LeadView on pipeline

Deal value

$8,500

Probability

10%

Expected close

Feb 7, 2027

Owner

Ana Whitfield

Stage

  1. Lead (current)

  2. Qualified

  3. Proposal

  4. Negotiation

  5. Won

Activity

  1. Meeting: Demo for Noah's team

    Walked through the workflow end to end.

    Ana Whitfield · Oct 31, 2026 (2 days ago)

  2. Call: Pricing call with Noah

    Talked through seats, term and onboarding.

    Ana Whitfield · Oct 25, 2026 (8 days ago)

  3. Email: Follow-up to Noah

    Answered security and procurement questions.

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

  4. Meeting: Stakeholder meeting with Noah

    Introduced finance and IT to the plan.

    Ana Whitfield · Oct 12, 2026 (21 days ago)

  5. Call: Discovery call with Noah

    Covered goals, timeline and current tooling.

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

  6. Note: Deal created

    Source: Partner. Added to the Lead stage.

    Ana Whitfield · Sep 30, 2026 (33 days ago)

Notes

  • Budget is approved for this quarter. Decision sits with the COO.

    Ana Whitfield · Oct 3, 2026

Contacts on this deal
Tasks

  • Call

    Owner: Ana Whitfield
Details
Company
Fieldnote
Source
Partner
Created
Sep 30, 2026
Age
33 days
Weighted value
$850