See the history of leads and deals as separate motion paths.

Contact: Natalie Brooks. Business: Med spa expansion. Next action: answer plan question and offer enrollment call.

Contact: Tessa Ward. Business: 18-agent rollout. Missing: rollout owner and validated budget.

Contact: Dana Kim. Value: $21,400. Next action: site visit offer. Evidence: June install timing.

Contact: Elena Torres. Value: $17,300. Next action: annual billing and compliance reply.