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Activity workspace

Calls, emails, notes and follow-ups in one chronological record.

RELATIONSHIP TIMELINE

6 activities
Discuss budget approvalCall
Nov 4 / Liam Wilson

Confirm sponsor availability for the final negotiation.

Send updated proposalEmail
Nov 3 / Jackson Lee

Include the revised onboarding schedule and annual pricing.

Confirm rollout scopeCall
Nov 2 / Olivia Martin

Review the three-team pilot and agree on implementation milestones.

Follow up on procurementTask
Oct 31 / Emma Davis

Pricing approval is outstanding. Check the legal review timeline.

Security review completedCompleted
Oct 30 / Sophia Brown

The customer approved the demo security questionnaire.

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