CRM / Engage

Paloma Yamada

Customer

Executive assistant at Evergreen Title & Escrow · Owner: Elena Duarte · Added Dec 9, 2024

Activity Conversations Opportunities1 Appointments Orders Apps

Activity

Monday, September 14

Enrolled in Order to community
8:06 PM
Completed
View automation

Thursday, August 27

Opportunity won: Evergreen Title & Escrow · 50 gift boxes
8:23 PM
$2,400
View opportunity

Wednesday, June 24

Viewed Brew guides
7:08 AM
brightwave.coffee/brew

Thursday, February 12

Elena Duarte added a note
3:14 PM
Interested in the next cupping at the roastery.

Dec 27, 2024

Elena Duarte logged a call
7:03 AM
8 min · Grind size for a new brewer

Dec 9, 2024

Opportunity created: Evergreen Title & Escrow · 50 gift boxes
5:51 PM
Corporate gifting · $2,400
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Contact created
5:51 PM
Source: Referral