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CRM / Engage

Imani Pellegrini

Churned
People operations at Riverbend Credit Union · Owner: Marcus Reed · Added Oct 22, 2024
ActivityConversationsOpportunitiesAppointmentsOrdersApps

Activity

Thursday, June 25

  1. Enrolled in Wholesale lead nurture
    Completed
    View automation

Sunday, June 21

  1. Enrolled in Wholesale lead nurture
    Completed
    View automation

Monday, June 8

  1. Enrolled in Wholesale lead nurture
    Completed
    View automation
  2. Enrolled in Wholesale lead nurture
    Completed
    View automation

Monday, March 30

  1. Viewed Wholesale menu
    wholesale.brightwave.coffee/menu

Jun 6, 2025

  1. Marcus Reed added a note

    Bought for an office of 12. Possible corporate gifting lead in November.

Oct 30, 2024

  1. Marcus Reed logged a call
    17 min · Pricing for the next quarter

Oct 22, 2024

  1. Submitted Wholesale inquiry
    go.brightwave.coffee/wholesale/inquiry

    Business name: Riverbend Credit Union Phone: (503) 555-0192 Type of business: Office Coffee per month: Over 200 lb

    View submission
  2. Contact created
    Source: Website form · Wholesale inquiry