Projects Kanban View

Title

Enquiry

Companies

Acme Corp

Phone

9876764875

Email

johndoe@gmail.com

Contact owner

John Doe

Organization Name

Record ID	124192692
Organization Name	Clampett Oil and Gas Corp.

Organization Contact Details

Phone	(626) 847-1294
Fax	1234
Website	google.com
LinkedIn	Lorem ipsum
Facebook	lorem Ipsum
Twitter	Not Started
Email Domains	abc@gmail.com

Address Information

Billing Address	1000 Escalon Street, Palo Alto, CA, 94020, United States map
Shipping Addres	United States

Additional Information

Dates to remember	09/12/2005
Organization Created	03-Jun-20 1:14 AM
Date of Next Activity	09/12/2005
Date of Last Activity	27/01/2006

Description Information

Description

Lorem ipsum

Tag Information

Tag List

Lorem Ipsum

Companies

2

Deals

2

Projects

1

Contacts

2

Notes

2

Files

2

Companies

Company Name	Phone	Billing Country	Actions
Clampett Oil and Gas Corp.	8754554531	United States	Edit Link Delete Link
Acme Corporation	8754554531	United States	Edit Link Delete Link

Deals

Deal Name	Company	User Responsible	Deal Value		Actions
Bensolet	Globex	John Doe	USD $‎180		Edit Link Delete Link
Ansanio tech	Lecto	John Smith	USD $‎180		Edit Link Delete Link

Projects

Project Name	Status	User Responsible	Date Created	Actions
Wilmer Deluna	Completed	Williams	13-Jul-20 11:37 PM	Edit Link Delete Link

Contacts

Name	Title	phone	Email	Actions
Wilmer Deluna	Call Enquiry	987675656	william@gmail.com	Edit Link Delete Link
John Doe	Enquiry	987675656	john@gmail.com	Edit Link Delete Link

Notes

Name	Size	Category	Date Added	Added by	Actions
Document	50KB	Email	13-Jul-20 11:37 PM	John Doe	Edit Link Delete Link
Finance	100KB	Phone call	13-Jul-20 11:37 PM	Smith	Edit Link Delete Link

Files

Name	Size	Category	Date Added	Added by	Actions
Document	50KB	Phone Enquiry	13-Jul-20 11:37 PM	John Doe	Edit Link Delete Link
Finance	100KB	Email	13-Jul-20 11:37 PM	Smith	Edit Link Delete Link

Total Activities

2

Last Activity

1

Upcoming Activity

Type	Activity Name	Assigned To	Due Date	Status	Actions
Meeting	Call Enquiry	John Doe	13-Jul-20 11:37 PM		Add New Task Add New Event
Meeting	Phone Enquiry	David	13-Jul-20 11:37 PM		Add New Task Add New Event

Past Activity

Type	Activity Name	Assigned To	Due Date	Status	Actions
Meeting	Call Enquiry	John Doe	13-Jul-20 11:37 PM		Add New Task Add New Event

News Items

Current news items about this Organization are sourced from Google News

Title

Companies

Phone

9876764875

Email

johndoe@gmail.com

Contact owner

John Doe

Pipeline: Deal Pipeline

Deal State: closed won

Prospecting
Qualification
Needs Analysis
Proposals
Nogatiation closed win

Details
Related

Task Details

Record ID	124192692
Task Name	1. Personalize your account
Assigned To	John Doe
Date Due	-

Additional Information

Start Date	-
Reminder Date	-
Repeats
Progress	0%
Priorit	Medium
Status	Not Started
Last Updated	04-Jun-20
Created	03-Jun-20 1:14 AM
Task Created By	John Doe
Task Owner	John Doe

Related To

-

Description Information

Description

-

Task Comments

Permissions

Task visibility

Private

Companies

2

Deals

2

Projects

1

Contacts

2

Notes

2

Files

2

Companies 2

Company Name	Phone	Billing Country	Actions
Clampett Oil and Gas Corp.	8754554531	United States	Edit Link Delete Link
Acme Corporation	8754554531	United States	Edit Link Delete Link

Deals 2

Deal Name	Company	User Responsible	Deal Value		Actions
Bensolet	Globex	John Doe	USD $‎180		Edit Link Delete Link
Ansanio tech	Lecto	John Smith	USD $‎180		Edit Link Delete Link

Projects 1

Project Name	Status	User Responsible	Date Created	Actions
Wilmer Deluna	Completed	Williams	13-Jul-20 11:37 PM	Edit Link Delete Link

Contacts 2

Name	Title	phone	Email	Actions
Wilmer Deluna	Call Enquiry	987675656	william@gmail.com	Edit Link Delete Link
John Doe	Enquiry	987675656	john@gmail.com	Edit Link Delete Link

Notes 2

Name	Size	Category	Date Added	Added by	Actions
Document	50KB	-	13-Jul-20 11:37 PM	John Doe	Edit Link Delete Link
Finance	100KB	-	13-Jul-20 11:37 PM	Smith	Edit Link Delete Link

Files 2

Name	Size	Category	Date Added	Added by	Actions
Document	50KB	-	13-Jul-20 11:37 PM	John Doe	Edit Link Delete Link
Finance	100KB	-	13-Jul-20 11:37 PM	Smith	Edit Link Delete Link

Report Preview

Report Name	Date Created	Created By	Company
Inventry	07, Aug 2020	John Doe	Solemen
Project Management	02, April 2020	John Doe	Claimpett
Evaluation	02, june 2020	John Doe	umbrella

Lead Status

Not Contacted

Name

Anne Lynch

Lead Source

Phone Enquiry

Lead Rating

0

Lead owner

John Doe

Lead Information

Record ID	124192692
Name	Anny Lench
Title	VP of Sales
Organization	Howe-Blanda LLC
Lead Status	OPEN - NotContacted
User Responsible	-
Link Email Address	abc@gmail.com
Lead Owner	John Doe
Lead Created	03-Jun-20 1:14 AM
Date of Last Activity	-
Date of Next Activity	-
Lead Rating	0

Additional Information

Email Address	abc@gmail.com
Email Opted Out	-
Phone	(406) 653-3860
Mobile Phone	-
Fax	-
Website
Industry	-
Number of Employees	2
Lead Source	Phone Enquiry

Address Information

Address

1000 Escalon Street, Palo Alto, CA, 94020, United States map

Description Information

Description

Interested in model: Whirlygig T950

Tag Information

Tag List

Lorem Ipsum

Lead Conversion Information

Converted Contact	-
Converted Organization	-
Converted Opportunity	-

Notes

2

Files

2

Notes 2

Note Title	Date Created	Created By	Actions
Whirligig	13-Jul-20 11:37 PM	John Doe	Edit Link Delete Link
Vb of sales	13-Jul-20 11:37 PM	John Smith	Edit Link Delete Link

Files 2

Name	Size	Category	Date Added	Added by	Actions
Document	50KB	-	13-Jul-20 11:37 PM	John Doe	Edit Link Delete Link
Finance	100KB	-	13-Jul-20 11:37 PM	Smith	Edit Link Delete Link

Total Activities

2

Last Activity

1

Upcoming Activity 2

Type	Activity Name	Assigned To	Due Date	Status	Actions
Meeting	Call Enquiry	John Doe	13-Jul-20 11:37 PM		Add New Task Add New Event
Meeting	Phone Enquiry	David	13-Jul-20 11:37 PM		Add New Task Add New Event

Past Activity 1

Type	Activity Name	Assigned To	Due Date	Status	Actions
Meeting	Call Enquiry	John Doe	13-Jul-20 11:37 PM		Add New Task Add New Event

Lead Information

Record ID	124192692
Name	Anny Lench
Title	VP of Sales
Organization	Howe-Blanda LLC
Lead Status	OPEN - NotContacted
User Responsible	-
Link Email Address	abc@gmail.com
Lead Owner	John Doe
Lead Created	03-Jun-20 1:14 AM
Date of Last Activity	-
Date of Next Activity	-
Lead Rating	0

Additional Information

Email Address	abc@gmail.com
Email Opted Out	-
Phone	(406) 653-3860
Mobile Phone	-
Fax	-
Website
Industry	-
Number of Employees	2
Lead Source	Phone Enquiry

Address Information

Address

1000 Escalon Street, Palo Alto, CA, 94020, United States map

Description Information

Description

Interested in model: Whirlygig T950

Tag Information

Tag List

Lorem Ipsum

Lead Conversion Information

Converted Contact	-
Converted Organization	-
Converted Opportunity	-

Notes

2

Files

2

Notes 2

Name	Size	Category	Date Added	Added by	Actions
Document	50KB	-	13-Jul-20 11:37 PM	John Doe	Edit Link Delete Link
Finance	100KB	-	13-Jul-20 11:37 PM	Smith	Edit Link Delete Link

Files 2

Name	Size	Category	Date Added	Added by	Actions
Document	50KB	-	13-Jul-20 11:37 PM	John Doe	Edit Link Delete Link
Finance	100KB	-	13-Jul-20 11:37 PM	Smith	Edit Link Delete Link

Total Activities

2

Last Activity

2

Upcoming Activity 2

Type	Activity Name	Assigned To	Due Date	Status	Actions
Meeting	Call Enquiry	John Doe	13-Jul-20 11:37 PM		Add New Task Add New Event
Meeting	Phone Enquiry	David	13-Jul-20 11:37 PM		Add New Task Add New Event

Past Activity 1

Type	Activity Name	Assigned To	Due Date	Status	Actions
Meeting	Call Enquiry	John Doe	13-Jul-20 11:37 PM		Add New Task Add New Event

Lead Information

Record ID	124192692
Name	Anny Lench
Title	VP of Sales
Organization	Howe-Blanda LLC
Lead Status	OPEN - NotContacted
User Responsible	-
Link Email Address	abc@gmail.com
Lead Owner	John Doe
Lead Created	03-Jun-20 1:14 AM
Date of Last Activity	-
Date of Next Activity	-
Lead Rating	0

Additional Information

Email Address	abc@gmail.com
Email Opted Out	-
Phone	(406) 653-3860
Mobile Phone	-
Fax	-
Website
Industry	-
Number of Employees	2
Lead Source	Phone Enquiry

Address Information

Address

1000 Escalon Street, Palo Alto, CA, 94020, United States map

Description Information

Description

Interested in model: Whirlygig T950

Tag Information

Tag List

Lorem Ipsum

Lead Conversion Information

Converted Contact	-
Converted Organization	-
Converted Opportunity	-

Notes

2

Files

2

Notes 2

Name	Size	Category	Date Added	Added by	Actions
Document	50KB	-	13-Jul-20 11:37 PM	John Doe	Edit Link Delete Link
Finance	100KB	-	13-Jul-20 11:37 PM	Smith	Edit Link Delete Link

Files 2

Name	Size	Category	Date Added	Added by	Actions
Document	50KB	-	13-Jul-20 11:37 PM	John Doe	Edit Link Delete Link
Finance	100KB	-	13-Jul-20 11:37 PM	Smith	Edit Link Delete Link

Total Activities

2

Last Activity

1

Upcoming Activity 2

Type	Activity Name	Assigned To	Due Date	Status	Actions
Meeting	Call Enquiry	John Doe	13-Jul-20 11:37 PM		Add New Task Add New Event
Meeting	Phone Enquiry	David	13-Jul-20 11:37 PM		Add New Task Add New Event

Past Activity 1

Type	Activity Name	Assigned To	Due Date	Status	Actions
Meeting	Call Enquiry	John Doe	13-Jul-20 11:37 PM		Add New Task Add New Event

Lead Information

Record ID	124192692
Name	Anny Lench
Title	VP of Sales
Organization	Howe-Blanda LLC
Lead Status	OPEN - NotContacted
User Responsible	-
Link Email Address	abc@gmail.com
Lead Owner	John Doe
Lead Created	03-Jun-20 1:14 AM
Date of Last Activity	-
Date of Next Activity	-
Lead Rating	0

Additional Information

Email Address	abc@gmail.com
Email Opted Out	-
Phone	(406) 653-3860
Mobile Phone	-
Fax	-
Website
Industry	-
Number of Employees	2
Lead Source	Phone Enquiry

Address Information

Address

1000 Escalon Street, Palo Alto, CA, 94020, United States map

Description Information

Description

Interested in model: Whirlygig T950

Tag Information

Tag List

Lorem Ipsum

Lead Conversion Information

Converted Contact	-
Converted Organization	-
Converted Opportunity	-

Notes

2

Files

2

Notes 2

Name	Size	Category	Date Added	Added by	Actions
Document	50KB	-	13-Jul-20 11:37 PM	John Doe	Edit Link Delete Link
Finance	100KB	-	13-Jul-20 11:37 PM	Smith	Edit Link Delete Link

Files 2

Name	Size	Category	Date Added	Added by	Actions
Document	50KB	-	13-Jul-20 11:37 PM	John Doe	Edit Link Delete Link
Finance	100KB	-	13-Jul-20 11:37 PM	Smith	Edit Link Delete Link

Total Activities

2

Last Activity

2

Upcoming Activity 2

Type	Activity Name	Assigned To	Due Date	Status	Actions
Meeting	Call Enquiry	John Doe	13-Jul-20 11:37 PM		Add New Task Add New Event
Meeting	Phone Enquiry	David	13-Jul-20 11:37 PM		Add New Task Add New Event

Past Activity 1

Type	Activity Name	Assigned To	Due Date	Status	Actions
Meeting	Call Enquiry	John Doe	13-Jul-20 11:37 PM		Add New Task Add New Event

Due Date

03-Jul-2020

Priority

Medium

Status

Not Started

Progress

0

Assigned To

John Doe

Details
Related

Name & Occupation

Record ID	124192692
Name	John Doe
Company	Claimpitt
Title	Phone Call

Task Details

Record ID	124192692
Task Name	1. Personalize your account
Assigned To	John Doe
Category	Get Started
Date Due	07/12/2000

Additional Information

Start Date	05/10/2012
Reminder Date	05/01/2012
Repeats	Lorem
Progress	0%
Priorit	Medium
Status	Not Started
Last Updated	04-Jun-20
Created	03-Jun-20 1:14 AM
Task Created By	John Doe
Task Owner	John Doe

Related To

Lorem Ipsum

Description Information

Description

Lorem Ipsum

Task Comments

Permissions

Task visibility

Private

Contacts

2

Deals

2

Projects

1

Companies

Leads

1

Contacts

Name	Title	phone	Email	Status	Actions
Wilmer Deluna	Call Enquiry	987675656	william@gmail.com	Not Started	Edit Link Delete Link
John Doe	Enquiry	987675656	john@gmail.com	Not Started	Edit Link Delete Link

Deals

Deal Name	Company	User Responsible	Deal Value		Actions
Bensolet	Globex	John Doe	USD $‎180		Edit Link Delete Link
Ansanio tech	Lecto	John Smith	USD $‎180		Edit Link Delete Link

Projects

Project Name	Status	User Responsible	Date Created	Actions
Wilmer Deluna	Completed	Williams	13-Jul-20 11:37 PM	Edit Link Delete Link

Companies

There are no companies added.

Leads

Full Name	Company	Phone	Lead Status	Lead Created	Lead Owner	Actions
Wilmer Deluna	Howe-Blanda LLC	978675656	OPEN - NotContacted	13-Jul-20 11:37 PM	John Doe	Edit Link Delete Link

Project Details

Project Name *

Status

Pipeline and Stage

Pipeline

Stage

Description Information

Description

Tag Information

Tag List

Permissions

Visibility

Invoice

Invoice Number : In983248782

Billed to

Customer Name

9087484288
Address line 1,
Address line 2
Zip code ,City - Country

Invoice From

Company Name

9087484288
Address line 1,
Address line 2
Zip code ,City - Country

Issue Date : 27 Jul 2022

Due Date : 27 Aug 2022

Due Amount : $ 1,54,22

Recurring Invoice : 15 Months

PO Number : 54515454

Description	Category	Rate/Item	Quantity	Discount (%)	Amount
Dell Laptop	Laptop	$1,110	2	2%	$400
HP Laptop	Laptop	$1,500	3	6%	$3,000
Apple Ipad	Ipad	$11,500	1	10%	$11,000

Payment Details

Debit Card XXXXXXXXXXXX-2541 HDFC Bank

Taxable $6,660.00

Additional Charges $6,660.00

Discount $3,300.00

Sub total $3,300.00

Notes:

Enter customer notes or any other details

Terms and Conditions:

Enter customer notes or any other details

Harristemp

Not Contacted (1)

Anne Lynch

David Mathews

Douglas Baker

Attempted Contact (0)

Douglas Baker

Douglas Baker

Contact (2)

Douglas Baker

Douglas Baker

Closed Lost (4)

Douglas Baker

Total Activities

Last Activity

Total Activities

Emails

Tasks

Events

Last Activity

Total Activities

Last Activity

Total Activities

Last Activity

Total Activities

Last Activity

Total Activities

Last Activity

Invoice

Customer Name

Company Name

Payment Details

Total Amount $143,300.00

Notes:

Terms and Conditions:

Primary Skin

Header Style

Apps Sidebar Style

Mailling Address	-
Other Address	-

Dates to Remember	-
Date of Birth	-