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CRM / Engage

Gemma Sullivan

Customer
Office manager at Lumen Health Clinic · Owner: Marcus Reed · Added May 28, 2025
ActivityConversations3Opportunities1Appointments2OrdersApps

Activity

Sunday, September 6

  1. Viewed Our sourcing
    brightwave.coffee/sourcing

Sunday, August 30

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

Friday, July 24

  1. Opportunity won: Lumen Health Clinic · office coffee
    $8,000
    View opportunity
  2. Wholesale tasting completed
    With Marcus Reed
    View appointment

Monday, July 20

  1. Wholesale tasting booked
    Jul 24, 2026 at 11:00 AM with Marcus Reed
    View appointment

Friday, July 10

  1. SMS sent by Marcus Reed

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

    Open conversation
  2. SMS received

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

    Open conversation

Monday, June 22

  1. Discovery call completed
    With Marcus Reed
    View appointment

Saturday, June 20

  1. Discovery call booked
    Jun 22, 2026 at 9:30 AM with Marcus Reed
    View appointment

Thursday, June 11

  1. SMS sent by Marcus Reed

    Yes, after the first two orders. Priya will send you the application.

    Open conversation
  2. SMS received

    Do you offer net-30 terms?

    Open conversation

Nov 12, 2025

  1. Email sent by Marcus Reed

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

    Open conversation

Nov 11, 2025

  1. Email received
    Early deliveries

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

    Open conversation

May 28, 2025

  1. Opportunity created: Lumen Health Clinic · office coffee
    Wholesale accounts · $8,000
    View opportunity
  2. Contact created
    Source: Referral