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All Deals
Filter opportunities by stage, urgency, owner, date range, and source.
10 matching deals
| Deal | Stage | Urgency | Premium | Target | Assigned | Source | Next Action |
|---|---|---|---|---|---|---|---|
| Ellison Commercial Builders Mara Ellison | Payment Pending | critical | $48,600 | Nov 7, 2026 | Hal | website | Call controller and confirm payment timing |
| Lake & Ridge Logistics Drew Martin | Agreement Pending | critical | $31,250 | Nov 8, 2026 | Hal | agent referral | Get signed agreement from agency |
| Pierce Hospitality Group Naomi Pierce | Quote Sent | critical | $18,400 | Nov 9, 2026 | Dana | website | Follow up with CFO on quote approval |
| Ortiz Specialty Foods Caleb Ortiz | Quote Requested | urgent | $22,400 | Nov 11, 2026 | Dana | crm import | Send financing quote |
| Chen Medical Properties Iris Chen | Quote Sent | urgent | $68,200 | Nov 12, 2026 | Hal | agent referral | No action set |
| Wallace Electrical Peter Wallace | Agreement Pending | urgent | $15,800 | Nov 13, 2026 | Morgan | website | Reconnect with agency principal |
| Brooks Custom Homes Renee Brooks | Quote Requested | upcoming | $27,650 | Nov 15, 2026 | Morgan | crm import | Prepare finance terms |
| Alvarez Transport Tom Alvarez | Secured | secured | $39,600 | Nov 16, 2026 | Hal | agent referral | Send welcome confirmation |
| Kim Design Studio Leah Kim | Quote Sent | upcoming | $9,200 | Nov 19, 2026 | Dana | website | Follow up on quote |
| Shaw Manufacturing Victor Shaw | New Lead | future | $54,100 | Nov 24, 2026 | Morgan | website | Call new lead |