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Possible upgrade in October
Clients
Clients
Company
Account Owner
Renewal Date
Notes
Last Meeting Date
Next Meeting Date
Meetings
Open Tasks
Acme Corp
10/31/2021
6/21/2021
Acme Corp | Coda - Check In
Acme Corp | Coda - Doc Optimization
Build a proof of concept for Acme Corp Refund team
Schedule demo for new Executive Stakeholder
Wayne Enterprises
7/31/2021
6/15/2021
Wayne Enterprises | Coda - Doc Build
Wayne Enterprises | Coda - Check In
Optimization suggestions for Bat Signal intake form
Stark Industries
8/9/2021
6/17/2021
Stark Industries | Coda - Training
Stark Industries | Coda - Training
Stark Industries | Coda - Check In
Follow up with training recording
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