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CRM / Engage

Lars Navarro

Customer
People operations at Beacon Financial Planning · No owner · Added Dec 15, 2025
ActivityConversationsOpportunities1Appointments1OrdersApps

Activity

Friday, October 2

  1. Gifting consult completed
    With Priya Nair
    View appointment

Thursday, October 1

  1. Opened “The October roast drop is here 🍂”
    Email campaign · October roast drop
    View campaign

Tuesday, September 29

  1. Gifting consult booked
    Oct 2, 2026 at 3:00 PM with Priya Nair
    View appointment

Monday, September 28

  1. Opened “Brew Club #41: dialing in the Guji”
    Email campaign · Brew Club newsletter #41
    View campaign

Tuesday, September 8

  1. Viewed Roaster’s Choice Subscription
    shop.brightwave.coffee/products/roasters-choice-subscription

Tuesday, September 1

  1. Opened “September roast drop: Guatemala is back”
    Email campaign · September roast drop
    View campaign

Sunday, August 30

  1. Viewed Holiday gift guide
    go.brightwave.coffee/gifts

Saturday, August 29

  1. Opportunity won: Beacon Financial Planning · 12 gift boxes
    $744
    View opportunity

Dec 15, 2025

  1. Submitted Newsletter signup
    shop.brightwave.coffee (footer)

    First name: Lars

    View submission
  2. Opportunity created: Beacon Financial Planning · 12 gift boxes
    Corporate gifting · $744
    View opportunity
  3. Contact created
    Source: Website form · Newsletter signup