Team Updates

Pending Updates

3

From your team

Active Deals

12

$1.2M potential

Overdue Follow-ups

2

Needs attention

Recent Team Updates

Sarah Dealmaker

2 hours ago

Had a meeting with Amazon Prime brand manager at Rufus Initiative today. Presented package, next step is email and revised package for 2Q RFP. Rates must be around $20 CPM.

Amazon Meeting RFP

Mike Closer

4 hours ago

Sent final proposal to PepsiCo for their summer campaign. Decision expected by Friday. Budget is $350K, our pricing is competitive at $18 CPM.

PepsiCo Proposal

John Salesman

Yesterday

Followed up with Hyundai on Q2 media plan. They're reviewing with procurement. Shared case studies from our work with Kia.

Hyundai Follow-up

SimpleCRM Assistant:

When do you plan to follow up again? Would you like me to set a reminder?

Team Templates & Formatting Rules

Document Organization

All client documents automatically filed under: Clients/[Client Name]/[Year]/[Project Type]

File naming convention: [Client]_[Project]_[YYYYMMDD]_[Version].ext

Standard Templates

Proposal

Pitch Deck

Media Plan

Case Study

Cloud Integrations

Google Drive

Connected to team folder "Sales - Shared"

Microsoft 365

Connected to "Sales Team" SharePoint

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