NATIONAL INSTITUTE OF HEALTH

Customer ID: 31735

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

December 04, 2025

Not scheduled

5

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Dec 04, 2025 5 activities 1 quotes 0 QBRs
Insights
  • ✅The National Institute of Health currently holds a perfect health score of 10/10.
  • ✅The customer value is currently calculated as $0.00, indicating no completed transactions.
  • ✅Recent activities show consistent engagement through emails and calls.
Risks
⚠️The win rate is currently at 0.0%, suggesting no successful conversions from quotes to sales.
⚠️There is only one open pipeline opportunity, posing a risk if not converted.
Opportunities
📈Engaged communication suggests potential for future opportunities and conversion.
📈With an open quote valued at $1,640.00, efforts should be focused on closing this deal.
📈The account being a 'House Account' may allow for broader strategic initiatives without specific account management constraints.
Contacts
Philip Dugan

Clinical Laboratory Scientist, MLS(ASCP)CM

philipadrian.dugan@nih.gov

301-496-3389

Recent Activities
Log Activity
Sending updated quote
Email
2025-12-04 19:39
View Edit
Hi Philip, Please find attached updated quote switching to a 25mL fill size vial. Let us know if you have any questions or want to see any other changes made. Thank you,
vonage call to discuss fill size change
Call
2025-12-04 15:37
View Edit
Customer requesting bulk bottles, we discussed no freeze thaw satability but they want to proceed anyway. They aliqot themselves into .25mL vials and are not interestead in having us do this aliquot ...
QUote requested
Email
2025-12-03 16:31
View Edit
Hi Philip, This request has been received and sent for processing. We will send the updated quote once completed. Just a heads up I am showing a credit hold on your account. I am not able to c...
Added contact: Philip Dugan
Contact Management Completed
2025-09-18 14:07
View Edit
Added new contact: Philip Dugan, Title: Clinical Laboratory Scientist, MLS(ASCP)CM, Email: philipadrian.dugan@nih.gov, Phone: 301-496-3389
Checking on order status
Email Completed
2025-09-18 14:07
View Edit
Hi Philip, Thanks for following up on this! I show your first matrix sample was rejected due to interference. We sent a new matrix sample on 6/25, FedEx tracking# 390374839167. It looks like we ...
Quotes
New Quote
Open Quotes
1
Total Value
$1640
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6003 ! $1640.00 Sent 30% 2025-12-04 2026-03-04 Expiring
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
1
QBRs
Schedule QBR

No QBRs scheduled.