UNIVERSITY OF COLORADO HEALTH SCIENCES

Customer ID: 54450

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

November 13, 2025

Not scheduled

4

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 13, 2025 4 activities 1 quotes 0 QBRs
Insights
  • ✅The customer is classified as "Current/In-Business" with a perfect health score of 10/10.
  • ✅There has been consistent engagement through emails and contact management activities.
  • ✅A singular quote has been sent, indicating limited transactional activity.
Risks
⚠️The customer value is currently 0.0, which suggests no revenue has been realized from this account.
⚠️The win rate is 0.0%, indicating no successful conversions of quotes to sales thus far.
Opportunities
📈The open pipeline value of $1,665.00 represents a potential opportunity for conversion.
📈The account is managed by Andrew, who may focus on converting the open quote and increasing engagement.
📈Increasing the frequency of QBRs could enhance relationship building and uncover further needs.
Contacts
Wanzhu Zhao

Toxicology Lab Manager

WANZHU.ZHAO@CUANSCHUTZ.EDU

Elnaz Navid

elnaz.navid@cuanschutz.edu

Recent Activities
Log Activity
Sending 5945
Email
2025-11-13 20:10
View Edit
Hi Elnaz, Attached please find your quote to purchase the blank whole blood. When submitting the order please send in this attached quote along with your purchase order. If I can be of any supp...
Added contact: Elnaz Navid
Contact Management Completed
2025-11-13 14:44
View Edit
Added new contact: Elnaz Navid, Email: elnaz.navid@cuanschutz.edu
Quote requested for blank blood
Email Completed
2025-11-13 14:44
View Edit
Hi Elnaz, Thank you for reaching out for support with this. We have submitted your quote request for processing and will send it over once completed. Please note- I proactively added a matrix s...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-09-08 20:06
View Edit
Hello Wanzhu, We’ve recently made some updates to our process that we think could help reduce friction on your side and make things run more smoothly. We’d love to schedule a quick call to walk you...
Quotes
New Quote
Open Quotes
1
Total Value
$1665
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5945 ! $1665.00 Sent 30% 2025-11-13 2026-02-11 Expiring
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
1
QBRs
Schedule QBR

No QBRs scheduled.