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Toy store

Umberfield Fields Toys · Toy store · Duluth, MN

Freya Vasquez-Hale is the owner of Umberfield Fields Toys, an independent toy store in Duluth, and she uses this to walk each school, center and business that wants toys in bulk from the first call to a signed buying agreement.

RetailSales pipelineBoards4 tables · 5 views · 2 forms · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
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Prospect board

Prospects
New inquiry5
Oakridge Pediatric DentistryDr. Winifred Lazarus(218) 555-0171
Willow Bend Elementary book fairAugustin Valdespino(218) 555-0172
Pebblebrook Nursery SchoolThalia Mwangi-Hollis(218) 555-0173
Cobalt Cove Resort kids' clubMaximilian Rademacher(218) 555-0174
Hawthorn Hollow Storytime SocietyPhilippa Greenhalgh-Dube(218) 555-0175
Catalog sent5
Maple Lane Co-op NurseryClementine Abernathy-Soto(218) 555-0166
Great Lakes Credit Union lobbyPeregrine Vandenberg(218) 555-0167
Stonecrop Library BranchMarisol Dieterich(218) 555-0168
Fernhill Charter School makerspaceEphraim Nakashima-Pryce(218) 555-0169
Gullwing Party RentalsRosalie Achterholt(218) 555-0170
Quote out6
Harborview Dental holiday giftsAnnelise Trevanion(218) 555-0155
Tamarack Elementary PTO fundraiserMortimer Gallowglass(218) 555-0156
Little Acorn Preschool playyardPetronella Hawksmoor-Bell(218) 555-0157
Lakeside Rotary Toy DriveBarnard Ostrovsky-Lee(218) 555-0158
Whitby Street Children's Museum shopCordelia Ngubane(218) 555-0159
1 more
Deciding5
Elmwood Elementary reading nookTobias Wintergreen(218) 555-0161
Summit Peak Pediatric TherapyImogen Castellanos-Reid(218) 555-0162
Saltspray Inn kids' loungeLeopold Fairweather-Obi(218) 555-0163
Kestrel Ridge Homeschool Co-opHenrietta Boulanger(218) 555-0164
Birchbark Birthday BarnZephaniah Okonjo(218) 555-0165
Agreement signed5
Pinewood Montessori classroom setsLudmila Szczepanski(218) 555-0150
Cedar Hollow Learning Center art cornerOdessa Vandermolen(218) 555-0151
Northshore Pediatrics waiting roomDr. Ravi Anandaraman(218) 555-0152
Ashgrove Public Library story hour kitsWinnifred Aldershot(218) 555-0153
Brightwater Day School STEM cartsOctavius Lindqvist-Bello(218) 555-0154
Lost4
Juniper Grove DaycareBurkhard Nwosu-Abara(218) 555-0176
Redfern AcademyEvangeline Kowalski-Sato(218) 555-0177
Anchorage Hotel family suitesDesmond Okafor-Lindgren(218) 555-0178
Westbrook Parent Co-opHenriette Solberg(218) 555-0179

Tables

Prospects

30 sample rows · 18 columns

Every school, center, library and business that has asked about buying toys in bulk, from the first call to a signed agreement.

ProspectContactPhoneEmailKindHeard of usStage
Pebblebrook Nursery SchoolThalia Mwangi-Hollis(218) 555-0173mwangihollis.thalia@harbormistinbox.netChildcare centerWalk-inNew inquiry
Hawthorn Hollow Storytime SocietyPhilippa Greenhalgh-Dube(218) 555-0175greenhalghdube.philippa@harbormistinbox.netLibraryReferralNew inquiry
Willow Bend Elementary book fairAugustin Valdespino(218) 555-0172valdespino.augustin@harbormistinbox.netSchoolWebsiteNew inquiry
Oakridge Pediatric DentistryDr. Winifred Lazarus(218) 555-0171lazarus.dr@harbormistinbox.netClinic waiting roomPhoneNew inquiry
Cobalt Cove Resort kids' clubMaximilian Rademacher(218) 555-0174rademacher.maximilian@harbormistinbox.netCorporate giftWebsiteNew inquiry
Fernhill Charter School makerspaceEphraim Nakashima-Pryce(218) 555-0169nakashimapryce.ephraim@harbormistinbox.netSchoolReferralCatalog sent
Maple Lane Co-op NurseryClementine Abernathy-Soto(218) 555-0166abernathysoto.clementine@harbormistinbox.netChildcare centerReferralCatalog sent
Great Lakes Credit Union lobbyPeregrine Vandenberg(218) 555-0167vandenberg.peregrine@harbormistinbox.netCorporate giftPhoneCatalog sent
Gullwing Party RentalsRosalie Achterholt(218) 555-0170achterholt.rosalie@harbormistinbox.netParty hostCraft fairCatalog sent
Stonecrop Library BranchMarisol Dieterich(218) 555-0168dieterich.marisol@harbormistinbox.netLibraryWebsiteCatalog sent
Rosewood Family Resource CenterGabriela Montenegro-Fisk(218) 555-0160montenegrofisk.gabriela@harbormistinbox.netChildcare centerReferralQuote out
Lakeside Rotary Toy DriveBarnard Ostrovsky-Lee(218) 555-0158ostrovskylee.barnard@harbormistinbox.netCorporate giftReferralQuote out

18 more rows

Follow-ups

36 sample rows · 6 columns

Each call, email or visit with a prospect after the first inquiry.

NoteProspectChannelOutcomeContacted on
Text with Gabriela Montenegro-Fisk about drop-off samplesRosewood Family Resource CenterTextSpokeSep 29, 2026
Text with Ephraim Nakashima-Pryce about drop-off samplesFernhill Charter School makerspaceTextSent samplesSep 29, 2026
Email with Barnard Ostrovsky-Lee about their budget meetingLakeside Rotary Toy DriveEmailSpokeSep 28, 2026
Call with Clementine Abernathy-Soto about the catalogMaple Lane Co-op NurseryCallLeft messageSep 28, 2026
Call with Petronella Hawksmoor-Bell about the catalogLittle Acorn Preschool playyardCallAnswered questionSep 27, 2026
Email with Peregrine Vandenberg about their budget meetingGreat Lakes Credit Union lobbyEmailSent samplesSep 27, 2026
Call with Rosalie Achterholt about the catalogGullwing Party RentalsCallLeft messageSep 26, 2026
Visit with Annelise Trevanion about safety testingHarborview Dental holiday giftsVisitAnswered questionSep 25, 2026
Visit with Marisol Dieterich about safety testingStonecrop Library BranchVisitLeft messageSep 25, 2026
Text with Mortimer Gallowglass about drop-off samplesTamarack Elementary PTO fundraiserTextSpokeSep 22, 2026
Visit with Gabriela Montenegro-Fisk about safety testingRosewood Family Resource CenterVisitLeft messageSep 22, 2026
Call with Barnard Ostrovsky-Lee about the catalogLakeside Rotary Toy DriveCallLeft messageSep 21, 2026

24 more rows

Product lines

6 sample rows · 3 columns

The toy departments a buyer can ask about, with the ages each serves.

Product lineAgesItems on the shelf
Wooden and heirloom toys3-584
STEM and building kits6-861
Puzzles and board gamesAll ages120
Plush and dolls0-295
Outdoor and sandbox play3-538
Art and craft supplies6-872

Forms and booking

Ask for a bulk toy quote

Form
Ask for a bulk toy quoteThe page where a teacher, director or office manager asks what a classroom or gift order would cost.
What are you looking to buy, and for whom? *
Which describes you best? *SchoolChildcare centerClinic waiting roomLibraryCorporate giftParty host
Who should we ask for? *
Which number reaches you during the day?
Where should we send the catalog?
Ask for a quote

Log a call

Form
Log a callThe sheet the owner or sales associate fills in when someone phones about a bulk order.
What does the caller want? *
What kind of buyer is it? *SchoolChildcare centerClinic waiting roomLibraryCorporate giftParty host
Who called? *
Where did they hear about us?Walk-inWebsiteReferralCraft fairPhone
Who follows up?
Save the prospect

Dashboards

Pipeline numbers

Prospects
Quotes out$25,400
Prospects by stage
  • Agreement signed5
  • Quote out6
  • Deciding5
  • Catalog sent5
  • New inquiry5
  • Lost4
Quoted dollars by kind of buyer
  • School$38,450
  • Childcare center$11,850
  • Clinic waiting room$5,150
  • Library$10,400
  • Corporate gift$7,550
  • Party host$5,600
Prospects by source
  • Referral7
  • Walk-in6
  • Website7
  • Craft fair5
  • Phone5

Also included

  • Prospect boardStage rules
  • Quotes waiting on an answerDigest
  • New inquiryNotificationTells the owner a buyer has asked for a quote so the catalog goes out the same day.

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