CRM / Engage

Yara Petrov

Lead

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

Activity Conversations Opportunities Appointments1 Orders Apps

Appointments

Sep 30
Wholesale tasting
3:00 PM · with Marcus Reed
Completed

Details

Email: yara.petrov@westovercpa.com
Phone: (503) 555-0115
Company: Executive assistant, Westover Accounting
Address: 4800 SW Meadows Rd
Lake Oswego, OR 97035
Owner: Marcus Reed
Source: Website form · Wholesale inquiry
Lead score: 63
x
Added: Sep 23, 2026, 9:30 AM

Tags

Automations and smart lists use these.

Tasks

No tasks

Follow-ups for Yara show up here.

Consent

Email marketing

Since Sep 23, 2026

Not asked

SMS marketing

No consent recorded

Not asked

Do not disturbPause every automated message on every channel.

Custom fields

Café size: Office or retail
Espresso machine: Not set
Monthly volume: 50–100 lb

Community

Automations

Wholesale lead nurture
Finished · started Sep 8, 2026
Completed
Wholesale lead nurture
Finished · started Jun 8, 2026
Completed
Wholesale lead nurture
Opportunity marked won or lost
Exited