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CRM / Engage

Delia Ramsey

Qualified
Office manager at Bridgeway Legal · Owner: Marcus Reed · Added Nov 6, 2025
ActivityConversations1Opportunities1Appointments2OrdersApps

Activity

Wednesday, September 9

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

Friday, August 21

  1. Enrolled in Wholesale lead nurture
    Completed
    View automation

Thursday, August 13

  1. Enrolled in Wholesale lead nurture
    Completed
    View automation

Wednesday, August 5

  1. Discovery call completed
    With Marcus Reed
    View appointment

Monday, August 3

  1. Discovery call booked
    Aug 5, 2026 at 3:00 PM with Marcus Reed
    View appointment

Sunday, August 2

  1. Moved to Qualified
    Bridgeway Legal · office coffee
    View opportunity

Saturday, July 11

  1. Opportunity created: Bridgeway Legal · office coffee
    Wholesale accounts · $33,600
    View opportunity

Tuesday, July 7

  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

Friday, April 24

  1. Wholesale tasting cancelled
    With Marcus Reed
    View appointment

Monday, April 13

  1. Wholesale tasting booked
    Apr 24, 2026 at 12:30 PM with Marcus Reed
    View appointment

Monday, February 16

  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

Nov 14, 2025

  1. Marcus Reed logged a call
    10 min · Holiday blend order

Nov 6, 2025

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

    Business name: Bridgeway Legal Phone: (503) 555-0141 Type of business: Office Coffee per month: 20–50 lb

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