Client and prospect management
Direct clients, indirect clients, and parent partners.
Commercial can track exactly where each opportunity is, including BPO parent-child relationships.
Add client or prospect
Commercial table
| Company | Type | Parent | Owner | Stage | Value | Probability | Next action | Deadline |
|---|---|---|---|---|---|---|---|---|
| Atento Renata Ops | direct | — | Maria Sales | Negotiation | $180,000 | 65% | Confirm pilot scope and success criteria | Jul 27, 03:00 PM |
| Client A under Atento Carlos Data | indirect | Atento | Maria Sales | Proposal sent | $85,000 | 55% | Send pricing revision | Jul 26, 01:00 PM |
| Client B under Atento Paula Service | indirect | Atento | Maria Sales | Discovery | $42,000 | 35% | Book technical discovery | Jul 29, 12:00 PM |
| Kantar Ops Desk | direct | — | Arthur | Won | $240,000 | 100% | Review Omni ticket escalations | Jul 26, 10:00 AM |