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CRM / Engage

Caleb Underwood

Lead
General manager at Copper Kettle Diner · Owner: Marcus Reed · Added Aug 20, 2026
ActivityConversationsOpportunitiesAppointments1OrdersApps

Activity

Yesterday

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

Wednesday, September 30

  1. Marcus Reed added a note

    Had a delayed delivery in the spring; we refunded shipping. Happy since.

  2. Opened “The holiday blend for your café menu”
    Email campaign · Holiday blend for cafés
    View campaign

Wednesday, September 23

  1. Viewed Wholesale menu
    wholesale.brightwave.coffee/menu

Friday, September 18

  1. Wholesale tasting completed
    With Marcus Reed
    View appointment
  2. Viewed Book a tasting
    go.brightwave.coffee/wholesale/book

Sunday, September 13

  1. Wholesale tasting booked
    Sep 18, 2026 at 10:30 AM with Marcus Reed
    View appointment

Friday, September 4

  1. Enrolled in Wholesale lead nurture
    Completed
    View automation

Wednesday, September 2

  1. Marcus Reed logged a call
    12 min · Pricing for the next quarter

Thursday, August 20

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

    Business name: Copper Kettle Diner Phone: (503) 555-0166 Type of business: Restaurant Coffee per month: 50–100 lb

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

Friday, July 24

  1. Enrolled in Wholesale lead nurture
    Completed
    View automation

Wednesday, June 24

  1. Enrolled in Wholesale lead nurture
    Completed
    View automation

Tuesday, June 9

  1. Enrolled in Wholesale lead nurture
    Completed
    View automation