CRM / Engage

Rafa Navarro

Customer

Vancouver, BC · Owner: Elena Duarte · Added May 4, 2025

Activity Conversations Opportunities Appointments Orders Apps

Activity

Sunday, October 4

Enrolled in Lesson completed → upsell Barista Academy
2:06 AM
Now at: Wait 3 days
View automation

Friday, September 25

Clicked a link in “The November cohort is open”
2:15 PM
Email campaign · November cohort is open
View campaign

Sunday, September 13

Viewed Free latte art webinar
7:41 AM
go.brightwave.coffee/latte-art

Thursday, September 10

Viewed Free latte art webinar
3:41 PM
go.brightwave.coffee/latte-art

Monday, August 24

Viewed Espresso Fundamentals
7:41 PM
club.brightwave.coffee/courses/espresso-fundamentals

Thursday, August 6

Enrolled in Lesson completed → upsell Barista Academy
5:07 AM
Completed
View automation

Thursday, July 16

Enrolled in Lesson completed → upsell Barista Academy
9:00 AM
Completed
View automation

Thursday, June 18

Enrolled in Lesson completed → upsell Barista Academy
3:08 PM
Completed
View automation

May 4, 2025

Contact created
9:14 AM
Source: Referral

Details

Email: rafa.navarro@gmail.com
Phone: (604) 555-0118
Address: 7717 Lakeview Dr
Vancouver, BC V6A 1A1
Owner: Elena Duarte
Source: Referral
Lead score: 93
x
Added: May 4, 2025, 9:14 AM

Tags

Automations and smart lists use these.

Tasks

No tasks

Follow-ups for Rafa show up here.

Consent

Email marketing

Since May 4, 2025

Subscribed

SMS marketing

No consent recorded

Not asked

Do not disturbPause every automated message on every channel.

Custom fields

Experience level: New barista
Cohort: Self-paced
Learning goal: Not set

Community

Automations

Lesson completed → upsell Barista Academy
Wait 3 days
Waiting
Lesson completed → upsell Barista Academy
Finished · started Aug 6, 2026
Completed
Lesson completed → upsell Barista Academy
Finished · started Jul 16, 2026
Completed
Lesson completed → upsell Barista Academy
Finished · started Jun 18, 2026
Completed