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Deals

Deals

Lumen Dental · Renewal and upsell

Lumen Dental · D-1048

Deal value

$40,500

Probability

0%

Lost on

Jun 23, 2026

Owner

Priya Raman

Stage
  1. Lead

  2. Qualified

  3. Proposal

  4. Negotiation

  5. Lost (current)

Activity
  1. Stage change: Closed lost

    Reason: Chose a competitor.

    Priya Raman · Jun 23, 2026 (jun 23)

  2. Meeting: Demo for Lucas's team

    Walked through the workflow end to end.

    Priya Raman · Jun 12, 2026 (jun 12)

  3. Call: Pricing call with Lucas

    Talked through seats, term and onboarding.

    Priya Raman · Jun 1, 2026 (jun 1)

  4. Email: Follow-up to Lucas

    Answered security and procurement questions.

    Priya Raman · May 20, 2026 (may 20)

  5. Meeting: Stakeholder meeting with Lucas

    Introduced finance and IT to the plan.

    Priya Raman · May 9, 2026 (may 9)

  6. Note: Deal created

    Source: Outbound. Added to the Lead stage.

    Priya Raman · Apr 28, 2026 (apr 28)

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

    Priya Raman · May 1, 2026

Tasks

No tasks on this deal.

Details
Source
Outbound
Created
Apr 28, 2026
Sales cycle
56 days
Weighted value
$0
Loss reason
Chose a competitor