Next step required
A deal without an activity is a red row.
CRM
TargetX for people who sell
TargetX is a Salesforce-based higher-ed CRM for recruitment and student engagement.
A pipeline that matches the conversation
TargetX is tuned for Education CRM: fewer dead fields, clearer stages, and follow-ups that do not live in someone’s head.
If a field does not change a forecast or a follow-up, it does not belong on the page.
Sales hygiene
What we keep visible
Shared context
Notes, calls, and emails sit on the contact.
Honest forecast
Stages mean something, or they get renamed.