Activities
All Activities
| Type | Lead | Notes | User | Date | Actions |
|---|---|---|---|---|---|
LinkedIn | Mary Johnson | Connected with the contact on LinkedIn and sent an introductory message. | CDCarlos Diaz | Oct 25, 2032, 11:00 AM | |
Email | Jane Smith | Sent a follow-up email confirming the intro call. | BSBrenda Smith | Oct 28, 2023, 2:30 PM | |
Call | John Doe | Follow-up call to discuss proposal. Client seems positive. | ACAlex Chen | Oct 28, 2023, 11:00 AM | |
Note | Mary Johnson | Client is hesitant about the budget. Suggested a phased approach. | CDCarlos Diaz | Oct 27, 2023, 11:00 AM | |
Meeting | John Doe | Presented the proposal to the client. They had questions about the timeline. | ACAlex Chen | Oct 26, 2023, 10:00 AM | |
Call | Innovate Inc. | Kick-off call with the new client. Project started. | BSBrenda Smith | Sep 20, 2023, 10:00 AM |