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Managing a Book of Business in Coda
Managing a Book of Business with Coda
Clients
Meetings
Tasks
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Clients
Clients
Keep track of all important information related to your clients.
Keep track of all important information related to your clients.
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Acme Corp
Wayne Enterprises
Stark Industries
Acme Corp
Account Owner
Renewal Date
10/31/2021
Notes
Possible upgrade in October
Open Tasks
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1
2
Task
Status
Due Date
Notes
Task
Status
Due Date
Notes
Build a proof of concept for Acme Corp Refund team
In Progress
6/22/2021
Build Doc
Get sign-off from Katy
Schedule demo for new Executive Stakeholder
Waiting On
6/24/2021
Waiting On:
Email sent, waiting for reply. Follow up on 6/24
There are no rows in this table
Last Meeting Date
6/21/2021
Next Meeting Date
Meetings
1
2
Event
Start
Attendees
Event
Start
Attendees
Acme Corp | Coda - Doc Optimization
Mon, Jun 21, 10:00 AM
[
]
Acme Corp | Coda - Check In
Tue, Jun 8, 10:00 AM
[
]
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