Latest touchpoints with your accounts
Pricing follow-up
Call with Maya Chen · Oct 29
Quarterly business review
Email with Liam Novak · Oct 28
Security questionnaire
Meeting with Sofia Khan · Oct 27
Renewal discussion
Note with Noah Garcia · Oct 26
Product demo
Call with Zara Tanaka · Oct 25
Contract redlines
Email with Ethan Patel · Oct 24
Onboarding kickoff
Meeting with Amara Haddad · Oct 23
Intro call
Note with Lucas Moreau · Oct 22
Send revised quote - Atlas Financial
Simoom B. · due Oct 01
Prepare demo environment - Helio Systems
Rafi H. · due Oct 09
Follow up on security review - Nova Freight
Nadia I. · due Oct 13
Update CRM notes - Cobalt Retail
Simoom B. · due Oct 21
Confirm legal contact - Evergreen Energy
Ayesha K. · due Oct 25
Send revised quote - Pioneer Bank
Nadia I. · due Oct 05