CRM + Interaction Tracker
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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
2021-09-17
Lunch meet + greet
HDR teamed with us on WY
Looking to grow presence in various areas
okay with being AOR
60 days
2021-11-16
-1406
Date: 2021-09-17 Company: The Medium Side Contact: Darth Vader
1
2021-11-09
​
​
3 days
2021-11-12
-1410
Date: 2021-11-09 Company: No ones side Contact: Darth Sidius
2
2021-11-06
​
​
4 days
2021-11-10
-1412
Date: 2021-11-06 Company: No ones side Contact: Yoda
3
2021-11-06
​
​
15 days
2021-11-21
-1401
Date: 2021-11-06 Company: No ones side Contact: Rei
4
2021-11-08
​
​
23 days
2021-12-01
-1391
Date: 2021-11-08 Company: Contact: Rei
5
2021-11-08
​
​
46 days
2021-12-24
-1368
Date: 2021-11-08 Company: Contact: Rei
6
2021-11-08
​
​
10 days
2021-11-18
-1404
Date: 2021-11-08 Company: Via Chicago Contact: Obi Wan Kenobi
7
2021-09-28
​
​
5 days
2021-10-03
-1450
Date: 2021-09-28 Company: Via Chicago Contact: Obi Wan Kenobi
8
2021-10-04
​
​
2 days
2021-10-06
-1447
Date: 2021-10-04 Company: Via Chicago Contact: Obi Wan Kenobi
9
2021-11-08
​
​
10 days
2021-11-18
-1404
Date: 2021-11-08 Company: Via Chicago Contact: Luke Skywalker
10
2021-11-08
​
​
5 days
2021-11-13
-1409
Date: 2021-11-08 Company: Via Chicago Contact: Luke Skywalker
11
2021-11-08
​
​
30 days
2021-12-08
-1384
Date: 2021-11-08 Company: Via Chicago Contact: Luke Skywalker
12
2021-11-09
​
​
​
Choose time frame
​
Date: 2021-11-09 Company: Via Chicago Contact: Luke Skywalker
13
2021-10-31
​
​
​
Choose time frame
​
Date: 2021-10-31 Company: Via Chicago Contact: Luke Skywalker
14
2021-11-08
​
​
3 days
2021-11-11
-1411
Date: 2021-11-08 Company: Via Chicago Contact: Jar Jar Binks
15
2021-11-08
​
​
10 days
2021-11-18
-1404
Date: 2021-11-08 Company: The Medium Side Contact: Darth Vader
16
2021-11-08
​
​
10 days
2021-11-18
-1404
Date: 2021-11-08 Company: No ones side Contact: Yoda
17
2021-11-08
​
​
2 days
2021-11-10
-1412
Date: 2021-11-08 Company: No ones side Contact: Darth Sidius
18
2021-11-08
​
​
7 days
2021-11-15
-1407
Date: 2021-11-08 Company: Via Chicago Contact: Luke Skywalker
19
2021-11-09
​
​
43 days
2021-12-22
-1370
Date: 2021-11-09 Company: No ones side Contact: Rei
20
2021-11-09
​
​
​
Choose time frame
​
Date: 2021-11-09 Company: The Light Side Contact: Luke Skywalker
21
2021-11-09
​
​
​
Choose time frame
​
Date: 2021-11-09 Company: No ones side Contact: Rei
22
2021-11-09
​
​
​
Choose time frame
​
Date: 2021-11-09 Company: The Medium Side Contact: Darth Vader
23
2021-11-09
​
​
7 days
2021-11-16
-1406
Date: 2021-11-09 Company: No ones side Contact: Yoda
24
2021-11-09
​
​
35 days
2021-12-14
-1378
​
25
2021-11-10
​
​
​
Choose time frame
​
Date: 2021-11-10 Company: Via Chicago Contact: Obi Wan Kenobi
26
2021-11-12
​
​
7 days
2021-11-19
-1403
Date: 2021-11-12 Company: No ones side Contact: Yoda
27
2021-11-12
Email Subject
​
5 days
2021-11-17
-1405
Date: 2021-11-12 Company: No ones side Contact: Yoda
28
2021-11-12
​
​
​
Choose time frame
​
​
29
2021-11-12
​
​
​
Choose time frame
​
​
30
2021-11-12
​
​
​
Choose time frame
​
​
31
2021-11-12
​
​
3 days
2021-11-15
-1407
Date: 2021-11-12 Company: Via Chicago Contact: Jar Jar Binks
32
2021-11-12
​
​
​
Choose time frame
​
Date: 2021-11-12 Company: The Medium Side Contact: Darth Vader
33
2021-11-14
​
​
​
Choose time frame
​
Date: 2021-11-14 Company: Contact:
34
2021-11-14
​
​
​
Choose time frame
​
Date: 2021-11-14 Company: Contact:
35
2021-09-06
​
​
​
Choose time frame
​
Date: 2021-09-06 Company: The Medium Side Contact: Darth Vader
36
2021-08-03
​
​
​
Choose time frame
​
Date: 2021-08-03 Company: No ones side Contact: Yoda
37
2021-07-25
​
​
​
Choose time frame
​
Date: 2021-07-25 Company: Via Chicago Contact: Obi Wan Kenobi
38
2021-11-18
​
​
​
Choose time frame
​
Date: 2021-11-18 Company: Contact:
39
2021-11-18
​
​
​
Choose time frame
​
Date: 2021-11-18 Company: Contact:
40
2021-11-18
​
​
​
Choose time frame
​
Date: 2021-11-18 Company: Contact:
41
2021-11-18
​
​
​
Choose time frame
​
Date: 2021-11-18 Company: Contact:
42
2021-11-18
​
​
​
Choose time frame
​
Date: 2021-11-18 Company: Contact:
43
2021-11-18
​
​
7 days
2021-11-25
-1397
Date: 2021-11-18 Company: No ones side Contact:
44
2021-12-01
​
​
​
Choose time frame
​
Date: 2021-12-01 Company: No ones side Contact: Yoda
45
2021-12-01
​
​
​
Choose time frame
​
Date: 2021-12-01 Company: The Dark Side Contact: Jaba the Hutt
46
2021-12-01
​
​
​
Choose time frame
​
Date: 2021-12-01 Company: The Dark Side Contact: Jaba the Hutt
47
2021-12-01
​
​
​
Choose time frame
​
Date: 2021-12-01 Company: The Dark Side Contact: Jaba the Hutt
48
2022-02-15
​
Good call
8 days
2022-02-23
-1307
Date: 2022-02-15 Company: Via Chicago Contact: Obi Wan Kenobi
49
There are no rows in this table
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