CRM
Manage companies and deals
New (7-Day Window)
2
Highlighted across pipeline
Active Deals
10
Avg Days Since Contact
8.3
Order Value (Live)
$4,595
Contacted2
In Communication3
Interested2
Order Placed2
Not Interested1
Blue Heron Outdoor Mfg.
blueheron.example.comCountry / Market
Stage
Assigned To
Primary Contact
New Contact
Socials
No socials linked.
Website
Notes
Makes our tents. Pre-shipment photos on every run; book the spring run by mid-November.
Custom Fields
Tags
Timeline
Confirmed the spring production slot
Factory walk-through on video
Initial contact
Email
From: Minh Pham <orders@blueheron.example.com>
To: Tim Haines <tim@example.com>
Date: 9/21/2026, 6:10:33 AM
Dear Tim,
Confirmed: we can start the spring run on Nov 20. Please send the final PO by Nov 1 so we can book fabric.
Best regards,
Minh
New Email
Your signature will be appended automatically.
Files