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CRM / Engage

Malia Mbeki

Customer
Founder at Beacon Financial Planning · Owner: Sam Okafor · Added Jan 10, 2026
ActivityConversationsOpportunities1Appointments1OrdersApps

Activity

Wednesday, August 19

  1. Moved to Inquiry
    Beacon Financial Planning · 40 gift boxes
    View opportunity

Thursday, August 13

  1. Opened “Cold brew season is here”
    Email campaign · Cold brew season
    View campaign

Friday, July 17

  1. Opportunity created: Beacon Financial Planning · 40 gift boxes
    Corporate gifting · $1,520
    View opportunity

Tuesday, June 30

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

Tuesday, May 5

  1. Gifting consult completed
    With Priya Nair
    View appointment

Thursday, April 23

  1. Gifting consult booked
    May 5, 2026 at 1:30 PM with Priya Nair
    View appointment

Saturday, January 10

  1. Contact created
    Source: Referral