Client portfolios
Account name | Creation date | Status | Opportunity owner | Opportunity name | Deadline | Proposal Notes | |
|---|---|---|---|---|---|---|---|
| Test | 8 October 2024 | Draft Proposal | John Doe | Test | -- | -- | |
| Teste 2 | 8 October 2024 | Draft Proposal | John Doe | -- | -- | -- |
Client portfolios
Account name | Creation date | Status | Opportunity owner | Opportunity name | Deadline | Proposal Notes | |
|---|---|---|---|---|---|---|---|
| Test | 8 October 2024 | Draft Proposal | John Doe | Test | -- | -- | |
| Teste 2 | 8 October 2024 | Draft Proposal | John Doe | -- | -- | -- |