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CRM

Add contact information for customers and track your interactions.
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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.
There are no rows in this table
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Blocks, Inc.
Chris Andrews, Moira Boise
Code Company
Lucy Xander
Blocks, Inc.
Logo
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
Physical Address
321 Building St
Contacts
Search
1
2
Name
Email
Company
Title
Chris Andrews
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chris@blocks.io
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Blocks, Inc.
CMO
Moira Boise
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mora@blocks.io
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Blocks, Inc.
Product Marketer
There are no rows in this table
Activity
Search
1
Subject
Company
Date
Note
Follow-up
Blocks, Inc.
1/16/2019
Make sure to mention their recent product launch.
There are no rows in this table
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Contacts
0
Name
Company
Title
Email
1
Chris Andrews
Blocks, Inc.
CMO
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chris@blocks.io
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2
Moira Boise
Blocks, Inc.
Product Marketer
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mora@blocks.io
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3
Lucy Xander
Code Company
IT Admin
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lucy@codeco.com
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4
Bob 2
​
​
​
There are no rows in this table
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