Skip to content
Managing a Book of Business in Coda
Managing a Book of Business with Coda
Clients
Meetings
Tasks
Data
Share
Explore

icon picker
Clients

Keep track of all important information related to your clients.
Search
Acme Corp
Wayne Enterprises
Stark Industries
Acme Corp
Account Owner
Renewal Date
10/31/2021
Notes
Possible upgrade in October
Open Tasks
Search
Task
Status
Due Date
Notes
Build a proof of concept for Acme Corp Refund team
6/22/2021
Build Doc
Get sign-off from Katy
Schedule demo for new Executive Stakeholder
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
Event
Start
Attendees
Google Calendar icon
Acme Corp | Coda - Doc Optimization
Mon, Jun 21, 10:00 AM
[  ]
Google Calendar icon
Acme Corp | Coda - Check In
Tue, Jun 8, 10:00 AM
[  ]
There are no rows in this table
⁠

⁠
👉 Next Up:
Meetings
⁠
⁠
⁠

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.