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DEAL-2026-0184 · Created Apr 16, 2026

TPC - 156 Shoreline - Mill Valley - AOR

Mill Valley Dev Group Emily Chen · Rick Nemec

Pipeline progress

Stage transitions are manual

    Pipeline

    Pipeline
    Current Stage

    Owners

    Specification Writer
    Emily Chen
    Regional Sales Manager
    Rick Nemec

    Related Parties

    Developer Company Linked Account
    Mill Valley Dev Group
    Developer Contact Linked Contact
    Laura Fisher
    Dealer Company
    Bay Area Interior Supply
    Dealer Contact
    Kevin Ochoa

    Key Dates

    🔒
    Your role: RSM

    You can create deals and edit details, pipeline, and stage on owned deals. Other deals are read-only.

    Follow-up

    Activities

    • ☎
      Call Apr 25, 10:30 AM
      Confirmed developer contact

      Rick Nemec (RSM)

    • ◴
      Meeting Apr 23, 2:00 PM
      Specification meeting scheduled

      Emily Chen (Spec Writer)

    • ✎
      Note Apr 28, 9:12 AM
      Requested alternate finish sample

      Emily Chen (Spec Writer)

    Documents

    Quote & Invoice

    • 📄
      Quote
      Q-240518-004.pdf

      $24,600 · Uploaded Apr 18

    • 📄
      Invoice
      INV-240611-092.pdf

      $18,920 · Uploaded Jun 11

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    Pipeline & Stage

    Basic Information

    Related Parties

    Link Account
    Link Contact

    Key Dates

    Visibility & Permissions

    ⓘ
    Creation Note

    Once created, the deal will be assigned a unique ID. Stage transitions can be managed from the deal detail page.