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CRM / Engage

Amelia Halvorsen

Customer
Owner at Harbor Light Bistro · Owner: Marcus Reed · Added Feb 15, 2025
ActivityConversations2Opportunities2Appointments2OrdersApps

Activity

Tuesday, September 29

  1. Clicked a link in “The holiday blend for your café menu”
    Email campaign · Holiday blend for cafés
    View campaign

Wednesday, September 23

  1. Viewed Wholesale coffee for cafés and offices
    go.brightwave.coffee/wholesale
  2. Viewed Book a tasting
    go.brightwave.coffee/wholesale/book

Tuesday, September 15

  1. Email sent by Marcus Reed

    We do: two-hour sessions at our training bar with Hana, free for accounts over 50 lb a month.

    Open conversation
  2. Email received
    Barista training

    Do you offer barista training for new staff?

    Open conversation

Thursday, September 3

  1. Viewed Book a tasting
    go.brightwave.coffee/wholesale/book

Friday, August 21

  1. Discovery call completed
    With Marcus Reed
    View appointment

Monday, August 10

  1. Discovery call booked
    Aug 21, 2026 at 12:00 PM with Marcus Reed
    View appointment

Tuesday, July 7

  1. Opportunity won: Harbor Light Bistro · pop-up collaboration
    $3,500
    View opportunity

Wednesday, May 27

  1. Opportunity created: Harbor Light Bistro · pop-up collaboration
    Café partnerships · $3,500
    View opportunity

Thursday, May 21

  1. Wholesale tasting completed
    With Marcus Reed
    View appointment

Tuesday, May 12

  1. Wholesale tasting booked
    May 21, 2026 at 11:30 AM with Marcus Reed
    View appointment

Dec 1, 2025

  1. Email sent by Marcus Reed

    Good catch: the second line was a duplicate. Priya sent a corrected invoice this morning.

    Open conversation
  2. Email received
    September invoice

    Our September invoice shows two deliveries on the 18th. Can you check?

    Open conversation

Nov 8, 2025

  1. Opportunity won: Harbor Light Bistro · brunch service coffee
    $16,300
    View opportunity

Feb 23, 2025

  1. Marcus Reed added a note

    Interested in the next cupping at the roastery.

  2. Marcus Reed logged a call
    16 min · Pricing for the next quarter

Feb 15, 2025

  1. Opportunity created: Harbor Light Bistro · brunch service coffee
    Wholesale accounts · $16,300
    View opportunity
  2. Contact created
    Source: Import