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Managing a Book of Business in Coda
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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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2
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
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Last Meeting Date
6/21/2021
Next Meeting Date
Meetings
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2
Event
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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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