CRM + Interaction Tracker
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All Interactions

Date
Company
Name
Type
Title
Notes
Pursuit Discussed
Pursuing?
Follow-up time frame
Follow-Up Date
Follow-up Occur?
Days Away
Health
Header
Find
1
2021-09-17
The Medium Side
Darth Vader
👜 Meeting
Lunch meet + greet
HDR teamed with us on WY
Looking to grow presence in various areas
okay with being AOR
Pursuit 1
60 days
2021-11-16
-903
Date: 2021-09-17 Company: The Medium Side Contact: Darth Vader
1
2
2021-11-09
No ones side
Darth Sidius
📞 Call
​
​
Pursuit 2
3 days
2021-11-12
-907
Date: 2021-11-09 Company: No ones side Contact: Darth Sidius
2
3
2021-11-06
No ones side
Yoda
📥 Email
​
​
Pursuit 2
4 days
2021-11-10
-909
Date: 2021-11-06 Company: No ones side Contact: Yoda
3
4
2021-11-06
No ones side
Rei
📞 Call
​
​
Pursuit 4
15 days
2021-11-21
-898
Date: 2021-11-06 Company: No ones side Contact: Rei
4
5
2021-11-08
​
Rei
📥 Email
​
​
Pursuit 1
23 days
2021-12-01
-888
Date: 2021-11-08 Company: Contact: Rei
5
6
2021-11-08
​
Rei
📞 Call
​
​
Pursuit 4
46 days
2021-12-24
-865
Date: 2021-11-08 Company: Contact: Rei
6
7
2021-11-08
Via Chicago
Obi Wan Kenobi
📥 Email
​
​
Pursuit 1
10 days
2021-11-18
-901
Date: 2021-11-08 Company: Via Chicago Contact: Obi Wan Kenobi
7
8
2021-09-28
Via Chicago
Obi Wan Kenobi
📞 Call
​
​
Pursuit 2
5 days
2021-10-03
-947
Date: 2021-09-28 Company: Via Chicago Contact: Obi Wan Kenobi
8
9
2021-10-04
Via Chicago
Obi Wan Kenobi
📥 Email
​
​
Pursuit 4
2 days
2021-10-06
-944
Date: 2021-10-04 Company: Via Chicago Contact: Obi Wan Kenobi
9
10
2021-11-08
Via Chicago
Luke Skywalker
👜 Meeting
​
​
Pursuit 1
10 days
2021-11-18
-901
Date: 2021-11-08 Company: Via Chicago Contact: Luke Skywalker
10
11
2021-11-08
Via Chicago
Luke Skywalker
📥 Email
​
​
Pursuit 2
5 days
2021-11-13
-906
Date: 2021-11-08 Company: Via Chicago Contact: Luke Skywalker
11
12
2021-11-08
Via Chicago
Luke Skywalker
📞 Call
​
​
Pursuit 2
30 days
2021-12-08
-881
Date: 2021-11-08 Company: Via Chicago Contact: Luke Skywalker
12
13
2021-11-09
Via Chicago
Luke Skywalker
👜 Meeting
​
​
Pursuit 4
​
Choose time frame
​
Date: 2021-11-09 Company: Via Chicago Contact: Luke Skywalker
13
14
2021-10-31
Via Chicago
Luke Skywalker
📥 Email
​
​
Pursuit 1
​
Choose time frame
​
Date: 2021-10-31 Company: Via Chicago Contact: Luke Skywalker
14
15
2021-11-08
Via Chicago
Jar Jar Binks
📞 Call
​
​
Pursuit 4
3 days
2021-11-11
-908
Date: 2021-11-08 Company: Via Chicago Contact: Jar Jar Binks
15
16
2021-11-08
The Medium Side
Darth Vader
📞 Call
​
​
Pursuit 1
10 days
2021-11-18
-901
Date: 2021-11-08 Company: The Medium Side Contact: Darth Vader
16
17
2021-11-08
No ones side
Yoda
👜 Meeting
​
​
Pursuit 2
10 days
2021-11-18
-901
Date: 2021-11-08 Company: No ones side Contact: Yoda
17
18
2021-11-08
No ones side
Darth Sidius
📥 Email
​
​
Pursuit 4
2 days
2021-11-10
-909
Date: 2021-11-08 Company: No ones side Contact: Darth Sidius
18
19
2021-11-08
Via Chicago
Luke Skywalker
📥 Email
​
​
Pursuit 1
7 days
2021-11-15
-904
Date: 2021-11-08 Company: Via Chicago Contact: Luke Skywalker
19
20
2021-11-09
No ones side
Rei
📥 Email
​
​
Pursuit 1
43 days
2021-12-22
-867
Date: 2021-11-09 Company: No ones side Contact: Rei
20
21
2021-11-09
The Light Side
Luke Skywalker
📞 Call
​
​
Pursuit 2
​
Choose time frame
​
Date: 2021-11-09 Company: The Light Side Contact: Luke Skywalker
21
22
2021-11-09
No ones side
Rei
📞 Call
​
​
Pursuit 4
​
Choose time frame
​
Date: 2021-11-09 Company: No ones side Contact: Rei
22
23
2021-11-09
The Medium Side
Darth Vader
👜 Meeting
​
​
Pursuit 1
​
Choose time frame
​
Date: 2021-11-09 Company: The Medium Side Contact: Darth Vader
23
24
2021-11-09
No ones side
Yoda
📞 Call
​
​
Pursuit 4
7 days
2021-11-16
-903
Date: 2021-11-09 Company: No ones side Contact: Yoda
24
25
2021-11-09
The Light Side
Scott Weir
📥 Email
​
​
Pursuit 2
35 days
2021-12-14
-875
​
25
26
2021-11-10
Via Chicago
Obi Wan Kenobi
👜 Meeting
​
​
Pursuit 4
​
Choose time frame
​
Date: 2021-11-10 Company: Via Chicago Contact: Obi Wan Kenobi
26
27
2021-11-12
No ones side
Yoda
📞 Call
​
​
​
7 days
2021-11-19
-900
Date: 2021-11-12 Company: No ones side Contact: Yoda
27
28
2021-11-12
No ones side
Yoda
📥 Email
Email Subject
​
​
5 days
2021-11-17
-902
Date: 2021-11-12 Company: No ones side Contact: Yoda
28
29
2021-11-12
Death Star Creators inc.
Frankie
👜 Meeting
​
​
​
​
Choose time frame
​
​
29
30
2021-11-12
Death Star Creators inc.
Frankie
📞 Call
​
​
​
​
Choose time frame
​
​
30
31
2021-11-12
Death Star Creators inc.
Frankie
📥 Email
​
​
​
​
Choose time frame
​
​
31
32
2021-11-12
Via Chicago
Jar Jar Binks
📞 Call
​
​
​
3 days
2021-11-15
-904
Date: 2021-11-12 Company: Via Chicago Contact: Jar Jar Binks
32
33
2021-11-12
The Medium Side
Darth Vader
👜 Meeting
​
​
​
​
Choose time frame
​
Date: 2021-11-12 Company: The Medium Side Contact: Darth Vader
33
34
2021-11-14
​
​
📞 Call
​
​
​
​
Choose time frame
​
Date: 2021-11-14 Company: Contact:
34
35
2021-11-14
​
​
📥 Email
​
​
​
​
Choose time frame
​
Date: 2021-11-14 Company: Contact:
35
36
2021-09-06
The Medium Side
Darth Vader
📞 Call
​
​
​
​
Choose time frame
​
Date: 2021-09-06 Company: The Medium Side Contact: Darth Vader
36
37
2021-08-03
No ones side
Yoda
👜 Meeting
​
​
​
​
Choose time frame
​
Date: 2021-08-03 Company: No ones side Contact: Yoda
37
38
2021-07-25
Via Chicago
Obi Wan Kenobi
👜 Meeting
​
​
​
​
Choose time frame
​
Date: 2021-07-25 Company: Via Chicago Contact: Obi Wan Kenobi
38
39
2021-11-18
​
​
📞 Call
​
​
​
​
Choose time frame
​
Date: 2021-11-18 Company: Contact:
39
40
2021-11-18
​
​
📥 Email
​
​
​
​
Choose time frame
​
Date: 2021-11-18 Company: Contact:
40
41
2021-11-18
​
​
📞 Call
​
​
​
​
Choose time frame
​
Date: 2021-11-18 Company: Contact:
41
42
2021-11-18
​
​
👜 Meeting
​
​
​
​
Choose time frame
​
Date: 2021-11-18 Company: Contact:
42
43
2021-11-18
​
​
📞 Call
​
​
​
​
Choose time frame
​
Date: 2021-11-18 Company: Contact:
43
44
2021-11-18
No ones side
​
📥 Email
​
​
​
7 days
2021-11-25
-894
Date: 2021-11-18 Company: No ones side Contact:
44
45
2021-12-01
No ones side
Yoda
📞 Call
​
​
​
​
Choose time frame
​
Date: 2021-12-01 Company: No ones side Contact: Yoda
45
46
2021-12-01
The Dark Side
Jaba the Hutt
📞 Call
​
​
​
​
Choose time frame
​
Date: 2021-12-01 Company: The Dark Side Contact: Jaba the Hutt
46
47
2021-12-01
The Dark Side
Jaba the Hutt
👜 Meeting
​
​
​
​
Choose time frame
​
Date: 2021-12-01 Company: The Dark Side Contact: Jaba the Hutt
47
48
2021-12-01
The Dark Side
Jaba the Hutt
📥 Email
​
​
​
​
Choose time frame
​
Date: 2021-12-01 Company: The Dark Side Contact: Jaba the Hutt
48
49
2022-02-15
Via Chicago
Obi Wan Kenobi
👜 Meeting
​
Good call
​
8 days
2022-02-23
-804
Date: 2022-02-15 Company: Via Chicago Contact: Obi Wan Kenobi
49
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