CRM / Engage

Yara Petrov

Lead

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

Activity Conversations Opportunities Appointments1 Orders Apps

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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
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Added: Sep 23, 2026, 9:30 AM

Tags

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Tasks

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Consent

Email marketing

Since Sep 23, 2026

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SMS marketing

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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