Sample data, not live RLA figures
Ironwood Financial Advisors
Changes apply across this preview and last until the page is reloaded. Nothing is saved yet.
Original message
I would like a quote for monthly content and link building. We have a small in-house marketing team.
Budget confirmed. Wants a proposal by the end of next week.
Courtney · May 28, 2026, 12:37 PM
Deal marked Lost
Courtney · Jun 9, 2026, 12:37 PM
Stage changed from Meeting to Proposal
Courtney · Jun 3, 2026, 12:37 PM
Stage changed from Contacted to Meeting
Courtney · May 31, 2026, 12:37 PM
Stage changed from New to Contacted
Courtney · May 28, 2026, 12:37 PM
Lead created from website form
System · May 25, 2026, 12:37 PM