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Managing a Book of Business in Coda
Managing a Book of Business with Coda
Clients
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Tasks
Tasks
Tasks
Task
Status
Due Date
Notes
Client
Task
Status
Due Date
Notes
Client
Build a proof of concept for Acme Corp Refund team
In Progress
6/22/2021
Build Doc
Get sign-off from Katy
Acme Corp
Optimization suggestions for Bat Signal intake form
Not Started
6/24/2021
Wayne Enterprises
Follow up with training recording
Waiting On
Waiting On:
Recording to process
Stark Industries
Schedule demo for new Executive Stakeholder
Waiting On
6/24/2021
Waiting On:
Email sent, waiting for reply. Follow up on 6/24
Acme Corp
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Status
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In Progress
Waiting On
Complete
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