Aria Bennett moved Atlas Finance — 3-year renewal to Proposal
→ stageMaya Krishnan
Workspace · Activity
Team activity
Calls, emails, meetings, notes, and stage moves across the team.
Today4
30 min ago
Riya Shah completed a 45-min discovery with Alex Lin
Walked through HIPAA add-on requirements. Strong interest. Following up Thursday with proposal.
🗓 meetingAlex Lin
Mateo Cruz sent the Polaris Consumer ROI deck
✉ emailTara Singh
Riya Shah replied to Mateo Cruz on integration timeline
✉ emailMateo Cruz
Yesterday3
Daniel Cole advanced Ironclad Defense to Proposal
→ stageLogan Reyes
Aria Bennett left a note on Maya Krishnan
Confirmed legal redlines on the renewal agreement. Procurement signoff expected May 15.
✎ noteMaya Krishnan
Jin Hong logged a 12-min call with Noah Kim
📞 callNoah Kim
Earlier3
Aria Bennett closed Borealis Media — Q1 contract as won
→ stageJin Hong
Maya Krishnan created Atlas Finance — Q2 add-on
+ createDaniel Cole
Aria Bennett marked Lumen Bio — research tier as lost
Lost on price. Re-engage Q3 when budget cycle reopens.
→ stagePriya Vardhan