Overview
Welcome, Nick. You have 4 active opportunities in your pipeline totaling $0.
Upcoming Advisor Meetings
May 3 – May 9
1 prospect · 5 clients
Prospects
1- Vani / Nick
Tue, May 5, 9:00 AM
▸Details· 1
You're meeting with Vani about <a href="https: //www.upwork.com/messages/rooms/room_b49af58afa7b7186779c269354bbcd19">Audit our current marketing setup, identifying gaps and opportunities and build framework</a><br/><a href="https://www.upwork.com/ab/messages/rooms/room_b49af58afa7b7186779c269354bbcd19?zoom=true">Join</a> this meeting.<br/><br/>You can also <a href="https://www.upwork.com/ab/messages/scheduler/booking-standalone/room_b49af58afa7b7186779c269354bbcd19?commonId=4e7082d3-0092-481f-8584-b38175f4af61&slug=-">reschedule</a> or <a href="https://www.upwork.com/ab/messages/scheduler/cancel-meeting-standalone/room_b49af58afa7b7186779c269354bbcd19?commonId=4e7082d3-0092-481f-8584-b38175f4af61">cancel</a>.
Clients
5New opportunities per day
Last 30 days · hover a point to see the names.
Client hours
Logged session time across all clients.
1
43
111
meetings to log
Top clients
- Home Promise1 hr · 8
- ATI Construction0 hr · 8
- K Play Solutions0 hr · 5
- Curing Alzheimer's Disease0 hr · 3
- Cerritos Auto Square0 hr · 2
Open pipeline by stage
4 active opportunities · $0 total
- New4$0
- Qualified0$0
- Proposal0$0
- Negotiation0$0
Wins
0 deals · $0
| Date | Opportunity | Contact | Organization | Value |
|---|---|---|---|---|
| No wins in the last 30 days. | ||||
Follow-Up Radar
The Follow-Up Radar ships in Week 4. For now, you can view and manage all of your potential deals directly from the Opportunities table.