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DB_Activities for all accounts
3
Report Record
Activity ID
i
Date
i
Company Account
i
Opportunity
i
Contact
i
Lead
i
Subject
i
Assigned
i
Priority
i
Status
i
Task
i
Activity Type
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Comments
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1
00U4x000001XVs3EAG
00U4x000001XVs3EAG
8/3/2021
Acme Corp.
2021 Q1 Contract Renewal
Qi Polidronstrom
-
Dinner & drinks
Buck Dubois
-
-
-
-
2
00U4x000001XVs4EAG
00U4x000001XVs4EAG
9/1/2021
Acme Corp.
Upsell Deal
Jen Salurotri
-
Demo
Buck Dubois
-
-
-
-
3
00T4x00000QpyRlEAJ
00T4x00000QpyRlEAJ
9/15/2021
Acme Corp.
Expansion into PNW
Qi Polidronstrom
-
Call
Buck Dubois
Normal
In Progress
-
Intro meeting
4
00T4x00000Qpy47EAB
00T4x00000Qpy47EAB
9/15/2021
Acme Corp.
-
Qi Polidronstrom
-
Test task
Buck Dubois
Normal
In Progress
-
-
5
00T4x00000VIjpBEAT
00T4x00000VIjpBEAT
10/12/2021
Delorean Construction Inc.
-
Colin Woodward
-
Call
Buck Dubois
Normal
Completed
-
-
6
00U4x000008TBGREA4
00U4x000008TBGREA4
10/18/2021
Delorean Construction Inc.
-
Colin Woodward
-
Review proposal for additional services
Coda App
-
-
-
Summary: Discussed the team’s questions on proposal dated 10/15 Approval needed from Sandy before green light Overall, demo was positive but budgeted lower than the estimate Action Items: Follow up with Sandy re: bulk discount question Made discussed changes to section D and send to team for final review Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis ...
7
00U4x000008T8OCEA0
00U4x000008T8OCEA0
10/19/2021
Delorean Construction Inc.
-
Ashwin Batra
-
Decision matrix follow-up
Buck Dubois
-
-
-
-
8
00T4x00000VIgk3EAD
00T4x00000VIgk3EAD
10/21/2021
Delorean Construction Inc.
-
Colin Woodward
-
Email
Coda App
Normal
Completed
-
-
9
00T4x00000VIjhqEAD
00T4x00000VIjhqEAD
10/21/2021
Delorean Construction Inc.
-
Colin Woodward
-
Email
Coda App
Normal
Not Started
-
-
10
00T4x00000W6SxwEAF
00T4x00000W6SxwEAF
10/25/2021
Delorean Construction Inc.
-
Colin Woodward
-
Discovery & Introductions
Coda App
Normal
Completed
-
Call to discuss proposal
11
00T4x00000W6SxxEAF
00T4x00000W6SxxEAF
10/25/2021
Delorean Construction Inc.
-
Ashwin Batra
-
Call
Coda App
Normal
Completed
-
-
12
00T4x00000W6TM8EAN
00T4x00000W6TM8EAN
10/26/2021
Delorean Construction Inc.
-
Colin Woodward
-
Discovery & Introductions
Coda App
Normal
In Progress
-
-
13
00T4x00000W6SOXEA3
00T4x00000W6SOXEA3
10/28/2021
-
Delorean Construction Inc. HQ System
Ashwin Batra
-
Email
Buck Dubois
Normal
In Progress
-
-
14
00T4x00000r9W35EAE
00T4x00000r9W35EAE
4/28/2022
Boeing
Software Sales
Jim Johnson
-
Call
Buck Dubois
Normal
Completed
-
Looking at budget for EOY
15
00T4x00000r9WGkEAM
00T4x00000r9WGkEAM
4/28/2022
Incite Inc
Incite HR Team
Kare Bonder
-
Call
Buck Dubois
Normal
Completed
-
Spoke with Procurement. Willing to review terms
16
00T4x00000ryr0mEAA
00T4x00000ryr0mEAA
11/3/2021
Acme Corp.
-
Jen Salurotri
-
Call
Buck Dubois
Normal
Completed
-
mentioned budgets are tight
17
00T4x00000ryqzBEAQ
00T4x00000ryqzBEAQ
11/4/2021
Acme Corp.
-
Zen Yuni
-
Call
Buck Dubois
Normal
Completed
-
Will make intro
18
00T4x00000ryr3sEAA
00T4x00000ryr3sEAA
12/2/2021
Boeing
-
Jim Johnson
-
Call
Buck Dubois
Normal
Completed
-
will loop in manager
19
00T4x00000ryqynEAA
00T4x00000ryqynEAA
2/2/2022
Acme Corp.
-
Jen Salurotri
-
Call
Buck Dubois
Normal
Completed
-
expressed excitement over the demo
20
00T4x00000ryr4uEAA
00T4x00000ryr4uEAA
3/2/2022
Boeing
-
Jim Johnson
-
Call
Buck Dubois
Normal
Completed
-
thinking about use cases
21
00T4x00000ryr3qEAA
00T4x00000ryr3qEAA
3/9/2022
Boeing
-
Jim Johnson
-
Call
Buck Dubois
Normal
Completed
-
demo of tool
22
00T4x00000ryr5wEAA
00T4x00000ryr5wEAA
3/11/2022
Boeing
-
Shelley Jacobsen
-
Call
Buck Dubois
Normal
Completed
-
doesn't seem to have budget
23
00T4x00000ryqzAEAQ
00T4x00000ryqzAEAQ
3/30/2022
Acme Corp.
-
Qi Polidronstrom
-
Call
Buck Dubois
Normal
Completed
-
Wants marketing collateral
24
00T4x00000ryqzCEAQ
00T4x00000ryqzCEAQ
4/7/2022
Acme Corp.
-
Jen Salurotri
-
Call
Buck Dubois
Normal
Completed
-
Interested in a trial
25
00T4x00000ryr3rEAA
00T4x00000ryr3rEAA
4/15/2022
Boeing
-
Jim Johnson
-
Call
Buck Dubois
Normal
Completed
-
will talk to procurement
26
00T4x00000ryr5xEAA
00T4x00000ryr5xEAA
4/29/2022
Boeing
-
Shelley Jacobsen
-
Call
Buck Dubois
Normal
Completed
-
interested but had questions
27
00T4x00000ryr4tEAA
00T4x00000ryr4tEAA
5/2/2022
Boeing
-
Jim Johnson
-
Call
Buck Dubois
Normal
Completed
-
scheduled meeting for next week
28
00T4x00000ryOYGEA2
00T4x00000ryOYGEA2
5/5/2022
The Dharma Initiative
-
Flin Chichgar
-
Call
Buck Dubois
Normal
Completed
-
Scoping company size
29
00T4x00000ryr1LEAQ
00T4x00000ryr1LEAQ
5/6/2022
Acme Corp.
-
Jen Salurotri
-
Call
Buck Dubois
Normal
Completed
-
liked the team project demo
30
00T4x00000ryqv4EAA
00T4x00000ryqv4EAA
5/6/2022
Boeing
-
Shelley Jacobsen
-
Call
Buck Dubois
Normal
Completed
-
wants preso for their team
31
00T4x00000ryqylEAA
00T4x00000ryqylEAA
5/6/2022
Acme Corp.
-
Zen Yuni
-
Call
Buck Dubois
Normal
Completed
-
Interested in a demo
32
00T4x00000ryqymEAA
00T4x00000ryqymEAA
5/6/2022
Acme Corp.
-
Jen Salurotri
-
Call
Buck Dubois
Normal
Completed
-
trying to bring in CIO for approval
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