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Accounts hub. Quick notes, highlights, and a simple legend to make scanning easier.

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• Legend (Sales stages)
  • 🔎 Stage 0 — Account Recon
  • 🗣️ Stage 1 — Discovery
  • 🤝 Stage 2 — Business Alignment
  • 🧪 Stage 3 — Validation
  • 🧭 Stage 4 — Consensus
  • 🧾 Stage 5 — Negotiation
  • ✅ Stage 6 — Closed Won
  • ❌ Stage 6 — Closed Lost

Tip: Add a link to each account’s related opportunity in 💼 Opportunities so the Stage stays in sync.

Today’s focus

• Add top 3 targets you’ll move forward
• Log one acceptance check per active deal

Reminders

• Dates are absolute in notes
• Keep DSR links handy on each account

Accounts

Untitled

Status: 🗣️ Stage 1 — Discovery • View opportunity

Katherine Garcia - Bullitt Staffing

Bullitt Staffing Inc.

Bullitt Staffing Inc. - 2026

The Treetop - 2026

The Treetop