CRM Pipeline Leads Accounts Contacts Quotations Deal

Horizon Holidays Qualified Hot

LD-10482 · Georgia 7N · Meta Ads · Owner Rahul Mehta · Account Horizon Holidays

New → Qualified → Quoted → Negotiation → Won

₹2.4L

Expected value

18%

Est. margin

62%

Win probability

SLA remaining

Enquiry & requirements

Primary contact

Priya Shah

+91 98765 43210 · priya@horizon.example

Role

Decision maker

View contact

Travel window

12–19 May 2026

Flexibility

± 3 days

Destination

Georgia

Pax / Budget

4 Adults · ₹2.4L

Hotel preference

4★ / 5★ compare

Priority

Wine tasting · Private transfer

AI brief

7N Georgia with wine tasting. Compare 2 hotel categories. Prefers PDF + WhatsApp. High intent (engaged 3× with Meta ad).

Tags B2BGeorgiaHotWine

Quotations & options

Compare

Option	Sell	Margin	Shared	Status
Option A · Classic	₹2,28,000	18%	Today 09:40	Shared	Open
Option B · Premium	₹2,62,000	22%	—	Draft	Edit

Deal tasks

Share Option A PDF on WhatsApp

Due today 11:00 · Rahul

Open

Confirm wine tasting allotment

Due tomorrow · Ops

Queued

Collect passport copies

After win · Compliance

Waiting

Account snapshot

Account

TierGold agent

LTV (12m)₹42L

Open deals3

Credit₹5L · OK

HealthHealthy

Timeline

Option A shared via WhatsApp

Today 09:40 · Rahul

Call logged · 4m 12s

Interested in Option A · Today 09:12

Assigned to Rahul

Destination rule · Today 08:15

Lead auto-captured

Meta Ads · Today 08:12

Documents

Secure upload link

Passports: 0/4 · After win