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CRM / Engage

Luca Moretti

Customer
Barista at Overlook Café · Owner: Elena Duarte · Added Mar 18, 2025
ActivityConversationsOpportunities1AppointmentsOrdersApps

Activity

Tuesday, September 22

  1. Opened “The November cohort is open”
    Email campaign · November cohort is open
    View campaign

Monday, August 31

  1. Opportunity won: Overlook Café · team training (4 baristas)
    $2,900
    View opportunity

Tuesday, August 18

  1. Enrolled in Lesson completed → upsell Barista Academy
    Completed
    View automation

Monday, August 17

  1. Viewed Barista Academy
    club.brightwave.coffee/academy

Wednesday, July 22

  1. Enrolled in Lesson completed → upsell Barista Academy
    Completed
    View automation

Monday, June 8

  1. Enrolled in Lesson completed → upsell Barista Academy
    Now at: Enrolled in the Barista Academy
    View automation

Mar 26, 2025

  1. Elena Duarte logged a call
    13 min · Which course to start with

Mar 18, 2025

  1. Opportunity created: Overlook Café · team training (4 baristas)
    Academy enrollments · $2,900
    View opportunity
  2. Contact created
    Source: Store