JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
Skip to content
Managing a Book of Business in Coda
Managing a Book of Business with Coda
Clients
Meetings
Tasks
Data
More
Share
Explore
Data
Clients
Clients
Clients
Clients
2
Company
Account Owner
Renewal Date
Notes
Last Meeting Date
Next Meeting Date
Meetings
Open Tasks
Company
Account Owner
Renewal Date
Notes
Last Meeting Date
Next Meeting Date
Meetings
Open Tasks
1
Acme Corp
10/31/2021
Possible upgrade in October
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
2
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
3
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
There are no rows in this table
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.