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TASKS
CRM
CRM
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CRM
CRM
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Interactions 2
Interactions 2
0
Company
Date
Subject
Note
Company
Date
Subject
Note
1
Blocks, Inc.
1/16/2019
Follow-up
Make sure to mention their recent product launch.
2
Code Company
5/1/2019
Onsite meeting
Pull in Polly to help prep for meeting.
3
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Blocks, Inc.
Chris Andrews, Moira Boise
Code Company
Lucy Xander
Company Name
Blocks, Inc.
Logo
Physical Address
321 Building St
Status
Active
General notes
First requested a demo through the website.
Downloaded the e-book.
Initial meeting - 12/1/2018 - See meeting notes for full details
Follow-up meeting booked for 1/16/2019
Contacts
1
2
Name
Title
Email
Name
Title
Email
Chris Andrews
CMO
chris@blocks.io
Moira Boise
Product Marketer
mora@blocks.io
There are no rows in this table
Activity
1
Subject
Date
Note
Subject
Date
Note
Follow-up
1/16/2019
Make sure to mention their recent product launch.
There are no rows in this table
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task
task
task
task
✋🏿 Add what you'd like to work on below
NEXT
1
✋🏿 Move anything 'ready' here
DOING ⚙️
1
✋🏿 Move anything that is actually started here
DONE! 🙌🏽
1
Inspiration for a Card 📝
Contacts 2
Contacts 2
0
Name
Company
Title
Email
Name
Company
Title
Email
1
Chris Andrews
Blocks, Inc.
CMO
chris@blocks.io
2
Moira Boise
Blocks, Inc.
Product Marketer
mora@blocks.io
3
Lucy Xander
Code Company
IT Admin
lucy@codeco.com
4
5
6
Bobs Ya
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