CRM + Interaction Tracker
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All Contacts

Finalizing the master tables - contacts should be able to show when each interaction happened and when the next proposed one is
Name
Company
Title
Email
Phone
Global Notes
All Interactions
Future Follow-ups
Next Proposed Interaction
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Interaction Summary
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Created By
1
Darth Vader
The Medium Side
Real bad guy
Darth@starwars.com
(123) 456-7891
​
2021-09-17
2021-11-08
2021-11-09
2021-11-12
2021-09-06
[  ]
Interaction
​
Interactions for: Darth Vader
Total Number: 5
Last Interaction: 2021-11-12
Next Interaction:
1
Darth Vader | Real bad guy -
⁠
⁠
3
Darth Vader - Real bad guy
⁠
3
Alberto Mena
2
Yoda
No ones side
Super force wielder
Yoda@starwars.com
(123) 456-7891
​
2021-11-06
2021-11-08
2021-11-09
2021-11-12
2021-11-12
2021-08-03
2021-12-01
[  ]
Interaction
​
Interactions for: Yoda
Total Number: 7
Last Interaction: 2021-12-01
Next Interaction:
2
Yoda | Super force wielder -
⁠
⁠
2.5
Yoda - Super force wielder
⁠
2.5
Alberto Mena
3
Obi Wan Kenobi
Via Chicago
Team Lead
Obi@starwars.com
(123) 456-7891
​
2021-11-08
2021-09-28
2021-10-04
2021-11-10
2021-07-25
2022-02-15
[  ]
Interaction
​
Interactions for: Obi Wan Kenobi
Total Number: 6
Last Interaction: 2022-02-15
Next Interaction:
3
Obi Wan Kenobi | Team Lead -
⁠
⁠
2.8
Obi Wan Kenobi - Team Lead
⁠
2.8
Scott Weir
4
Luke Skywalker
Via Chicago
VP of Kicking Butt
Luke@starwars.com
(123) 456-7891
​
2021-11-08
2021-11-08
2021-11-08
2021-11-09
2021-10-31
2021-11-08
2021-11-09
[  ]
Interaction
​
Interactions for: Luke Skywalker
Total Number: 7
Last Interaction: 2021-11-09
Next Interaction:
4
Luke Skywalker | VP of Kicking Butt -
N/A
Luke Skywalker - VP of Kicking Butt N/A
Scott Weir
5
Rei
No ones side
Not the outdoor store
Rei@starwars.com
(123) 456-7891
​
2021-11-06
2021-11-08
2021-11-08
2021-11-09
2021-11-09
[  ]
Interaction
​
Interactions for: Rei
Total Number: 5
Last Interaction: 2021-11-09
Next Interaction:
5
Rei | Not the outdoor store -
⁠
⁠
3.7
Rei - Not the outdoor store
⁠
3.7
Alberto Mena
6
Darth Sidius
No ones side
The real bad dude
Darth@starwars.com
(123) 456-7891
Here are Andrews Global Notes. He has a kid, rmemeber that.
Here are some more notes
Formatting you need

2021-11-09
2021-11-08
[  ]
Interaction
​
Interactions for: Darth Sidius
Total Number: 2
Last Interaction: 2021-11-09
Next Interaction:
6
Darth Sidius | The real bad dude -
⁠
⁠
4
Darth Sidius - The real bad dude
⁠
4
Alberto Mena
7
Jar Jar Binks
Via Chicago
Comedic Relief Manager
Jar@starwars.com
(123) 456-7891
​
2021-11-08
2021-11-12
[  ]
Interaction
​
Interactions for: Jar Jar Binks
Total Number: 2
Last Interaction: 2021-11-12
Next Interaction:
7
Jar Jar Binks | Comedic Relief Manager -
⁠
⁠
2
Jar Jar Binks - Comedic Relief Manager
⁠
2
Scott Weir
8
Jaba the Hutt
The Dark Side
Bossss
Jaba@starwars.com
(123) 456-7891
​
2021-12-01
2021-12-01
2021-12-01
[  ]
Interaction
​
Interactions for: Jaba the Hutt
Total Number: 3
Last Interaction: 2021-12-01
Next Interaction:
8
Jaba the Hutt | Bossss -
⁠
⁠
2.7
Jaba the Hutt - Bossss
⁠
2.7
Scott Weir
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