>search deals, run a command, ask Copilot…
Finish setting up Prelude
3 steps to unlock auto-answering across your pipeline.
Connect calls
Connect CRM
Fill 3 Vault gaps
Good morning, Dara. 6 deals on your board.
PIPELINE ACTIVE
$4.2M
▲ 12% vs last wk
RFPs IN FLIGHT
7
3 due < 48h
WIN RATE (Q)
61%
▲ 4 pts
VAULT REUSE
2,140
answers served
ACTIVE DEALS
view all →| ACCOUNT | STAGE | NEXT ACTION | ACV |
|---|---|---|---|
Northwind Logistics Enterprise · 4,200 seats | Technical Eval | Demo prep · Thu | $840K |
Meridian Bank Enterprise · regulated | PoC | PoC scope v2 ready | $1.2M |
Vertex Health Mid-market · security | Security / RFP | RFP · 45 Qs left | $310K |
Acme Cloud Enterprise | Technical Eval | Send PoC results | $690K |
Lumen Retail Mid-market | Discovery | Follow-up email | $260K |
COPILOT QUEUE
3 ready
DEMO PREP
Northwind — Thursday demo
Drafted a 5-scene flow from 3 discovery calls. 2 requirements flagged as risky.
REVIEW FLOW →
RFP
Vertex Health security review
41 of 86 answered from Vault. 12 need review before send.
OPEN QUESTIONNAIRE →
PoC
Meridian — scope v2
Success criteria + timeline drafted. Awaiting your sign-off.
READ DRAFT →