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Contact profile

Renata Cruz

VP Revenue at Harbor & Co.

Relationship pulse

Commercial relationship signal

Current opportunity depth, engagement and ownership around Renata Cruz.

ProspectRelationship active

Connected pipeline

$0

Commercial value in motion

Opportunities

0

No opportunity linked

Latest signal

Discovery call completed

Today, 10:30 AM

Relationship

Harbor & Co.

VP Revenue

Owner

MF

Martín Ferreyra

Sales Manager

Opportunity links

Commercial paths connected to Renata

Deal stage, confidence and expected value across the relationship.

View deal workspace

No opportunity connected

Add a deal to start building this relationship path.

Relationship history

Engagement signals

Conversations, follow-ups and milestones across the relationship.

Discovery call completed

ConversationCurrent signal

Discussed Harbor & Co.'s current sales process, reporting needs and implementation timeline.

Today, 10:30 AM

Latest relationship movement

Follow-up email sent

Follow-up

Shared product overview and next steps with Renata and the Harbor & Co. team.

Yesterday, 4:15 PM

CRM requirements meeting

Milestone

Reviewed pipeline stages, contact management requirements and sales team structure.

Aug 20, 2:00 PM

Contact added to CRM

Context

Renata Cruz was added as a key sales contact for Harbor & Co..

Created in workspace

Follow-up queue

Next relationship moves

Actions keeping this account in motion.

Open actions

3 remaining

Priority

Attention needed

Send revised proposal to Renata

Next moveTime sensitive
Due Today

Schedule implementation call

Due Aug 27

Confirm stakeholder list

Due Aug 29

Record footprint

Relationship data maintained inside Southline.

CreatedCreated in workspace
UpdatedJust now
Workspace synced