Back to Pipeline
SH
Shawn Hatter
Ox Bow Development
Business Plan
New Lead
Save Changes
Delete
Contact Information
Name
Company
Email
Phone
Intro Date
Attorney
Notes
Big company, seems daunted by compliance
Deal Details
Pipeline
Business Plan
Due Diligence
Private CRM
Stage
New Lead
Contacted
Meeting Set
Proposal Sent
Negotiation
Closed Won
Closed Lost
Quote ($)
Services
Type
Status
Context
Lead Source
Source of Funds
Needs
Follow-up Date