CRM / Engage

Tobias Albrecht

Churned

Office manager at Evergreen Title & Escrow · Owner: Elena Duarte · Added Dec 21, 2024

Activity Conversations Opportunities1 Appointments1 Orders Apps

Activity

Yesterday

Gifting consult completed
3:00 PM
With Priya Nair
View appointment

Friday, October 2

Opened “The October roast drop is here 🍂”
4:30 PM
Email campaign · October roast drop
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Thursday, September 24

Gifting consult booked
9:41 PM
Oct 6, 2026 at 2:30 PM with Priya Nair
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Thursday, August 13

Enrolled in Abandoned checkout recovery
7:19 PM
Completed
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Tuesday, June 30

Enrolled in Re-engagement after 60 days
12:40 PM
Completed
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Saturday, April 18

Opportunity won: Evergreen Title & Escrow · 40 gift boxes
7:08 AM
$1,520
View opportunity

Dec 29, 2024

Elena Duarte added a note
9:26 PM
Prefers email over SMS. Asked us not to call during work hours.

Dec 23, 2024

Viewed Brew guides
7:15 AM
brightwave.coffee/brew

Dec 21, 2024

Submitted Event RSVP
8:48 AM
go.brightwave.coffee/cupping
Which Saturday?: Sat, Oct 24 How many people?: 3
View submission
Opportunity created: Evergreen Title & Escrow · 40 gift boxes
8:47 AM
Corporate gifting · $1,520
View opportunity
Contact created
8:47 AM
Source: Event · Farmers Market pop-up