CRM

A record of successful interactions and their outcomes.

Successful Interactions
Details of conversations where leads expressed interest.
Lead NameSummaryLead Sentiment
Michael ScottDiscussed paper needs. Expressed high interest in premium gloss paper. Follow-up scheduled for next week.
Positive
Dwight SchruteInitial contact was brief. Lead was busy but requested a callback. Showed moderate interest in security features.
Neutral
Pam BeeslyLead was not interested at this time. Mentioned they are already using a competitor. Marked for long-term nurture.
Negative