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CRM / Engage

Bea Park

Customer
Bar manager at Rosewood Supper Club · Owner: Jordan Ellis · Added Mar 25, 2025
ActivityConversations3OpportunitiesAppointments1OrdersApps

Activity

Sunday, October 4

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

Thursday, September 17

  1. Viewed Our sourcing
    brightwave.coffee/sourcing
  2. Viewed Wholesale menu
    wholesale.brightwave.coffee/menu

Monday, July 20

  1. SMS sent by Jordan Ellis

    We’ll put you first on the Thursday route, arriving 7:30–8:30.

    Open conversation
  2. SMS received

    Can Thursday deliveries come before 9? We open at 7.

    Open conversation

Friday, June 12

  1. Discovery call completed
    With Marcus Reed
    View appointment

Monday, June 1

  1. Discovery call booked
    Jun 12, 2026 at 2:00 PM with Marcus Reed
    View appointment

Saturday, May 2

  1. Email sent by Marcus Reed

    Done: 60 lb on Tuesday’s delivery.

    Open conversation
  2. Email received
    Next week’s order

    Can we bump next week’s order to 60 lb? Busy weekend ahead.

    Open conversation

Dec 16, 2025

  1. SMS sent by Jordan Ellis

    It launches November 2! I’ll drop a 2 lb sample with Friday’s delivery.

    Open conversation
  2. SMS received

    We’d love to try the holiday blend for our seasonal menu.

    Open conversation

May 2, 2025

  1. Jordan Ellis added a note

    Mentioned they are gifting a subscription to their parents for the holidays.

Apr 11, 2025

  1. Jordan Ellis logged a call
    5 min · Invoice question

Mar 25, 2025

  1. Contact created
    Source: Event · Portland Coffee Expo