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ContactCompanyRatingStatus SourceCampaignActions
Michael Chen
VP Operations
 Northwind Logistics Hot New Converted
Account Contact Deal
Campaign Q3 VoIP Outreach
Sarah Williams
Director, IT
 Cascade Retail Group Warm Contacted Campaign Q3 VoIP Outreach
David Okafor
Owner
 Okafor & Sons Warm Pre-Qualified Cold Call Q3 VoIP Outreach
Emily Rodriguez
Office Manager
 Brightway Clinics Cold Not Contacted Web Form Summer Promo
James Patel
CFO
 Meridian Tech Warm Qualified Referral —
Lead converted!
Account + Contact + Deal created from Michael Chen
Convert Lead Michael Chen · Northwind Logistics
Create New Account
Northwind Logistics
Create New Contact
Michael Chen
Create a new  Deal  for this Account.
Owner of the New Records
admin@pegasiai.com
Qualify a lead
One click to convert
Account + Contact + Deal — done
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