CRM demoDemo

Activities

31 logged · 11 open tasks

ActivityWithOwnerWhen
Send June the revised quoteTask · June Halvorsen
June Halvorsen · Lakeview Realty Riley 2 days late
Send the revised intake order formTask · Marcus Bell
Marcus Bell · Birch Law Jordan 1 day late
Call Ivy about vaccine remindersTask · Ivy Larsen
Ivy Larsen · Maple Vet Clinic Sam Due today
Send three sample reminder messagesTask · Dana Whitfield
Dana Whitfield · Acme Dental Sam Due tomorrow
Send Tess the intake demo linkTask · Tess Ward
Tess Ward · Summit Orthodontics Jordan Due tomorrow
Send Nora two case studiesTask · Nora Achebe
Nora Achebe · Harbor Physio Casey Due in 2 days
Draft the conflict-check questionsTask · Theo Lindgren
Theo Lindgren · Birch Law Casey Due in 3 days
Price the portal with and without delivery slotsTask · Kai Nakamura
Kai Nakamura · Pine Street Bakery Riley Due in 4 days
Ask Hana how many job sites run at onceTask · Hana Brandt
Hana Brandt · Oakline Builders Jordan Due in 5 days
Book a walkthrough of the booking pageTask · Omar Haddad
Omar Haddad · Acme Dental Riley Due in 6 days
Check in with Grace after busy seasonTask · Grace Mbeki
Grace Mbeki · Fernwood Accounting Casey Due May 20, 2027
Rosa wants it before the holidaysCall · Rosa Delgado
Rosa Delgado · Pine Street Bakery Riley Oct 31
Write up the photo log scopeTask · Ben Okafor
Ben Okafor · Oakline Builders Jordan Done 2 days ago
Tess on new patient formsCall · Tess Ward
Tess Ward · Summit Orthodontics Jordan Oct 30
Dana asked about the reminder wordingCall · Dana Whitfield
Dana Whitfield · Acme Dental Sam Oct 30
Intro call with NoraCall · Nora Achebe
Nora Achebe · Harbor Physio Casey Oct 29
First call with OwenCall · Owen Burke
Owen Burke Jordan Oct 28
June on listing pagesCall · June Halvorsen
June Halvorsen · Lakeview Realty Riley Oct 28
Pricing questions from InesEmail · Ines Moreau
Ines Moreau · Birch Law Jordan Oct 28
Aria introduced PazNote · Paz Romero
Paz Romero Sam Oct 27
Lena on hygiene recall listsCall · Lena Kowalski
Lena Kowalski · Acme Dental Riley Oct 27
Ivy replied to the newsletterEmail · Ivy Larsen
Ivy Larsen · Maple Vet Clinic Sam Oct 26
Kickoff with AriaMeeting · Aria Novak
Aria Novak · Copperline Coffee Sam Oct 26
Templates they use mostNote · Ines Moreau
Ines Moreau · Birch Law Casey Oct 25
Tasting and portal demoMeeting · Kai Nakamura
Kai Nakamura · Pine Street Bakery Riley Oct 24
Sent the booking proposalEmail · Dana Whitfield
Dana Whitfield · Acme Dental Sam Oct 23
Site visit with BenMeeting · Ben Okafor
Ben Okafor · Oakline Builders Jordan Oct 22
Lost to an all-in-one suiteNote · Grace Mbeki
Grace Mbeki · Fernwood Accounting Casey Oct 20
Intake walkthrough with MarcusMeeting · Marcus Bell
Marcus Bell · Birch Law Jordan Oct 20
Discovery call with Dana and OmarMeeting · Dana Whitfield
Dana Whitfield · Acme Dental Sam Oct 16
Website refresh is liveNote · Omar Haddad
Omar Haddad · Acme Dental Sam Oct 12

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