10interactions
2 dayssince last touch
3interactions
4 dayssince last touch
Open commitments
WhatWhoCounterpartyDueSource
Send revised quote with bulk pricing
ARAlex Rivera
Peter Novak · Novak & Sons
Tonightcommitted Jul 31
Full order on site
MCMaya Chen
Peter Novak · Novak & Sons
Aug 14in 12 days
No open commitments.
Timeline
Friday · Jul 31
Alex Rivera ↔ Peter Novak
Peter confirmed the August order and flagged a competing quote from Meridian. Alex committed to a revised price tonight.
OpportunityNovak reorder, ~$48kAuto CommitmentAlex owes revised quoteAuto
2:22 PM14 minView record
Monday · Jul 28
Alex Rivera ↔ Peter Novak
Peter mentioned Meridian was quoting a lower price and asked Alex to take another look at pricing.
RiskMeridian undercutting by ~8%Auto
10:05 AM7 min
Wednesday · Jul 22
Alex Rivera ↔ Peter Novak
Peter asked for an updated timeline given the competing quote he’d received.
3:40 PM1 msg
Thursday · Jul 16
Alex Rivera ↔ Peter Novak
Walked through the draft quote line by line; Peter asked about bulk pricing tiers.
Action itemAlex to review bulk tiersAuto
11:15 AM9 min
Thursday · Jul 9
Alex Rivera ↔ Peter Novak
Sent a draft quote for the August materials order.
9:30 AM
Wednesday · Jun 24
Alex Rivera ↔ Peter Novak
Peter previewed a large August project and asked Alex to prepare pricing.
1:50 PM11 min
Monday · Jun 8
Alex Rivera ↔ Peter Novak
Confirmed the delivery window for the June lumber order.
4:12 PM1 msg
Tuesday · May 19
Alex Rivera ↔ Peter Novak
Routine check-in on order pace; nothing pending.
10:00 AM6 min
Friday · Apr 3
Alex Rivera ↔ Peter Novak
Sent the Q2 pricing sheet and updated material catalog.
2:15 PM
Thursday · Mar 12
Dana Halloran ↔ Peter Novak
Introductory call covering Novak & Sons’ account setup and typical order volume.
9:00 AM8 min
Wednesday · Jul 29
Sam Whitfield ↔ Rob Okafor
Rob confirmed the project address and asked about lead times for fencing materials.
CompanyOkafor Development GroupAuto
8:50 AM3 min
Tuesday · Jul 28
Sam Whitfield ↔ Rob Okafor
Follow-up call; Rob asked for a formal quote by the end of the week.
2:30 PM6 min
Monday · Jul 27
Sam Whitfield ↔ Rob Okafor
Rob called asking about pricing for a multi-site fencing project.
11:10 AM4 min
Demo