Master tables
Accounts Master Table
Accounts
Customer Name
Logo
Primary Contact(s)
All Contacts
Status
Stage
Account Note
Monthly Recurring Revenue (MRR)
ARR
Contract Length
Renewal Date
Salesforce Link
SFDC Profile
Fullstory Org ID
FS Dashboard
Coda Link
Coda Client Doc
Success Owner
Sales Rep
Meeting Notes
Action Items
King of Pops
James Knoll
James Knoll
💪 Strong
03 Customer
Has been a great referral source for us. Also, great popsicles!
$2,000
$24,000
Monthly
☁️ Salesforce
5019501
Fullstory
©️ Coda
King of Pops
King of Pops
Mailchimp
Niko Ortiz
Niko Ortiz
🎭 At Risk
03 Customer
Niko works with the data science team and will possibly bring them in.
$10,000
$120,000
Yearly
12/4/2018
☁️ Salesforce
912056
Fullstory
©️ Coda
Mailchimp
Mailchimp
Falcons
Michael Cheng
James Page
Michael Cheng
🎵 Good
03 Customer
$530
$6,360
Yearly
4/24/2019
☁️ Salesforce
852304
Fullstory
©️ Coda
Falcons
[ ]
Stuff You Should Know
Hilary Sparks
Shelly Hansen
Hilary Sparks
🎵 Good
02 Onboarding
Every time we meet, they show me stuff we never knew Fullstory could do.
$800
$9,600
Quarterly
7/18/2019
☁️ Salesforce
218671
Fullstory
©️ Coda
Stuff You Should Know
[ ]
Pinterest
Miko Valentine
Miko Valentine
🌊 Churned
04 Churned
New customer - give them lots of gifts.
$1,600
$19,200
Monthly
☁️ Salesforce
696820
Fullstory
©️ Coda
[ ]
[ ]
Delta Airlines
Nicole Harrell
Nicole Harrell
Erica Sandman
Carlton Morrison
🤔Unkown
01 Pre-Sale
$3,500
$42,000
Monthly
☁️ Salesforce
601860
Fullstory
©️ Coda
Delta Airlines
Delta Airlines
There are no rows in this table
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.