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
Trailside Outfitters
trailside.example.comGold dealer. Reorders every 6–8 weeks in season and wants a heads-up before any price change. Keeps a pitched Summit 3P on the floor.
Fall restock order
Ridgeline 2P in Sage and Sand, Summit 3P and a case of Trail Sleeping Pads. Ships Monday.
Call with Erin about the fall window
She will keep a Summit 3P pitched in the window through October. Send a display kit with the next order.
Sent fall line sheet and dealer price list
Store visit in Missoula
Walked the floor with Erin and Colin. Tents sell best up front; pads next to the register.
Initial contact
From: Erin Walsh <erin@trailside.example.com>
To: Tim Haines <tim@example.com>
Date: 9/19/2026, 11:08:24 AM
From: Tim Haines <tim@example.com>
To: erin@trailside.example.com
Date: 9/19/2026, 9:42:11 AM
From: Tim Haines <tim@example.com>
To: erin@trailside.example.com
Date: 9/1/2026, 8:30:05 AM
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