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Managing a Book of Business in Coda
Managing a Book of Business with Coda
Clients
Meetings
Tasks
Data
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Meetings
Quickly see who you have upcoming meetings with, and what clients you need to schedule.
Upcoming Meetings by Client
Upcoming Meetings by Client
1
Not synced yet
Client
Meeting Type
Event
Start
Attendees
Client
Meeting Type
Event
Start
Attendees
Clients Without Upcoming Meetings
Clients Without Upcoming Meetings
2
Company
Renewal Date
Last Meeting Date
Next Meeting Date
Company
Renewal Date
Last Meeting Date
Next Meeting Date
1
Acme Corp
10/31/2021
6/21/2021
2
Wayne Enterprises
7/31/2021
6/15/2021
3
Stark Industries
8/9/2021
6/17/2021
There are no rows in this table
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Tasks
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