C
CIFRACRM Prototype
DEMO DATA

Administration

Audit Log

System history for record changes, tasks, associations, users and CRM configuration.

45 events
update
доделай CRM

task

Demo Sales
update
Follow up after proposal

task

Demo Sales
update
Reconnect with design team

task

Demo Sales
update
Prepare revised commercial terms

task

Demo Sales
update
Send meeting agenda

task

Demo Sales
update
Ally's lab

user

Demo Sales
insert
Ally's lab

user

Demo Sales
update
Linea Berlin x CIFRA

deal

Demo Sales
Open →
update
Morrow Dubai x CIFRA

deal

Demo Sales
Open →
update
Linea Berlin x CIFRA

deal

Demo Sales
Open →
update
Northstar Flagship x CIFRA

deal

Demo Sales
Open →
update
Aurora Copenhagen x CIFRA

deal

Demo Sales
Open →
update
Northstar Flagship x CIFRA

deal

Demo Sales
Open →
update
Aurora Copenhagen x CIFRA

deal

Demo Sales
Open →
update
Director of Partnerships

contact

Demo Sales
Open →
update
Director of Partnerships

contact

Demo Sales
Open →
update
Director of Partnerships

contact

Demo Sales
Open →
update
Partner

contact

Demo Sales
Open →
activity
Association removed

deal · Link removed; records kept

Demo Sales
Open →
activity
Association removed

deal · Link removed; records kept

Demo Sales
Open →
activity
Deal stage changed

deal · Proposal - Internal → Meeting Scheduled

Demo Sales
Open →
activity
Deal stage changed

deal · Proposal Sent → Engaged

Demo Sales
Open →
activity
Deal stage changed

deal · Meeting Scheduled → Proposal - Internal

Demo Sales
Open →
activity
Contact updated

contact · Updated: status

Demo Sales
Open →
activity
Association added

deal · Deal linked to contact

Demo Sales
Open →
activity
Association added

contact · Company linked to contact

Demo Sales
Open →
activity
Company created

company · test

Demo Sales
Open →
activity
Task created

task · доделай CRM

Demo Sales
activity
Contact updated

contact · Updated contact information

Demo Sales
Open →
activity
Deal stage changed

deal · Meeting Scheduled → Proposal - Internal

Demo Sales
Open →
activity
Deal stage changed

deal · Proposal - Internal → Meeting Scheduled

Demo Sales
Open →
activity
Deal stage changed

deal · Meeting Scheduled → Engaged

Demo Sales
Open →
activity
Contact updated

contact · Updated contact information

Demo Sales
Open →
activity
Company updated

company · Updated company information

Demo Sales
Open →
activity
Deal stage changed

deal · Proposal - Internal → Meeting Scheduled

Demo Sales
Open →
activity
Deal stage changed

deal · Meeting Scheduled → Proposal - Internal

Demo Sales
Open →
activity
Deal created

deal · Demo Test Deal

Demo Sales
Open →
activity
Deal stage changed

deal · Engaged → Meeting Scheduled

Demo Sales
Open →
activity
Incoming email

deal · Thanks — looking forward to reviewing the proposal with the team.

Demo Sales
Open →
activity
Task created

deal · Prepare revised commercial terms

Demo Sales
Open →
activity
Deal stage changed

deal · Proposal Sent → Negotiations

Demo Sales
Open →
activity
Deal stage changed

deal · Meeting Scheduled → Proposal - Internal

Demo Sales
Open →
activity
Meeting held

deal · Intro meeting with innovation team.

Demo Sales
Open →
activity
Note added

deal · Client is most interested in lobby and public-space use cases.

Demo Sales
Open →
activity
Email sent

deal · Shared initial examples and proposed next steps.

Demo Sales
Open →