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Coda + Salesforce for Sales & Success
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View of Account Updates
2
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Account
Latest Update
Update Given By
Date
Notes
1
Incite Inc
Internal sync with SDR to refine outreach strategy
HW
Haley Woolverton
3/1/2022
Open
2
Ajira Airways
Mapped out org structure
VT
Valery Toribio
4/4/2022
Open
3
Planet Express
Linkedin messages with VP
AC
Alan Chowansky
2/1/2022
Open
4
Union Aerospace Corporation
Initial outreach planned
FM
Felix Marlin
4/11/2022
Open
5
United Oil & Gas Corp.
Upsell with Product team looking likely
BD
Buck Dubois
3/10/2022
Open
6
Boeing
Demo with Sales team
JB
James Booth
3/1/2022
Open
7
Burlington Textiles Corp of America
Renewal completed
JD
Joel Davis
4/25/2022
Open
8
Grand Hotels & Resorts Ltd
Demo for Product team
KT
Katy Turner
2/1/2022
Open
9
Burlington Textiles Corp of America
Renewal in signatures
JD
Joel Davis
4/4/2022
Open
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