ENG
ARB
GER
John Smith
TechCorp Inc
Recent Activity
Lead created
21 May 2026 · Website form submission
Welcome email sent
21 May 2026 · Auto-sent via campaign
Follow-up scheduled
Discovery call on 28 May 2026
Notes
Qualified via website form
John requested a quote through the pricing page. Budget fits the starter plan and intent looks high.
Ethan Walker
·
21 May 2026
Decision maker confirmed
john is the IT manager and owns the buying decision. Wants a product walkthrough before committing.
Sophia Turner
·
22 May 2026
Competitor comparison requested
Prospect is also evaluating two competitors. Send the comparison sheet before the discovery call.
Daniel Reed
·
23 May 2026
Calls
John Smith
Incoming 23 May 2026, 10:15 AMJohn asked about onboarding support and trial extension options.
08 minJohn Smith
Outgoing 22 May 2026, 3:45 PMQualification call. Confirmed budget range and current tooling.
12 minJohn Smith
Missed 14 May 2026, 11:15 AMNo answer. Sent a follow-up email to reschedule the discovery call.
0 minFiles
Lead Qualification Form.pdf
2.4 MB · 20 May 2026
Product Comparison Sheet.xlsx
1.3 MB · 23 May 2026
Company Intro Deck.docx
2.1 MB · 24 May 2026
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