Demo Request Details

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Partner information

Status & Agent

Demo Access

0%

Activity

Lead update: changed stage from “Qualified” to “Proposal”. Next: follow-up call scheduled.

Message preview: “Hi team, please find the updated proposal attached. Let me know your thoughts.”

" Note: “Prospect is interested in monthly plan. Send updated quote.” "

Lead assigned: Christi and Frank will handle outreach. Kickoff scheduled.

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