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CRM / Engage

Wren Halvorsen

Lead
Office manager at Westover Accounting · Owner: Marcus Reed · Added Sep 14, 2026
ActivityConversationsOpportunities1AppointmentsOrdersApps

Activity

Tuesday, September 29

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

Tuesday, September 15

  1. Moved to Proposal
    Westover Accounting · office coffee
    View opportunity

Monday, September 14

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

    Business name: Westover Accounting Phone: (503) 555-0138 Type of business: Office Coffee per month: Under 20 lb

    View submission
  2. Opportunity created: Westover Accounting · office coffee
    Wholesale accounts · $44,000
    View opportunity
  3. Contact created
    Source: Website form · Wholesale inquiry

Monday, July 13

  1. Enrolled in Wholesale lead nurture
    Now at: Opportunity marked won or lost
    View automation

Monday, June 29

  1. Enrolled in Wholesale lead nurture
    Completed
    View automation