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CRM / Engage

Yara Petrov

Lead
Executive assistant at Westover Accounting · Owner: Marcus Reed · Added Sep 23, 2026
ActivityConversationsOpportunitiesAppointments1OrdersApps

Activity

Wednesday, September 30

  1. Wholesale tasting completed
    With Marcus Reed
    View appointment

Friday, September 25

  1. Marcus Reed added a note

    Prefers email over SMS. Asked us not to call during work hours.

Wednesday, September 23

  1. Wholesale tasting booked
    Sep 30, 2026 at 3:00 PM with Marcus Reed
    View appointment
  2. Submitted Wholesale inquiry
    go.brightwave.coffee/wholesale/inquiry

    Business name: Westover Accounting Phone: (503) 555-0115 Type of business: Office Coffee per month: 50–100 lb

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

Tuesday, September 8

  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
    Now at: Opportunity marked won or lost
    View automation