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CRM / Engage

Rosa Pellegrini

Customer
General manager at Lumberyard Lodge · Owner: Jordan Ellis · Added Aug 27, 2025
ActivityConversations1OpportunitiesAppointments2OrdersApps

Activity

Today

  1. Discovery call booked
    Oct 16, 2026 at 11:30 AM with Marcus Reed
    View appointment

Yesterday

  1. Wholesale tasting completed
    With Marcus Reed
    View appointment

Saturday, October 3

  1. Wholesale tasting booked
    Oct 6, 2026 at 12:00 PM with Marcus Reed
    View appointment

Tuesday, September 29

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

Friday, August 28

  1. Viewed Wholesale coffee for cafés and offices
    go.brightwave.coffee/wholesale

Tuesday, April 21

  1. SMS 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. SMS received

    Do you offer barista training for new staff?

    Open conversation

Dec 9, 2025

  1. Jordan Ellis added a note

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

Sep 8, 2025

  1. Jordan Ellis logged a call
    16 min · Delivery days and volume

Aug 27, 2025

  1. Contact created
    Source: Import