تفاصيل العميل المحتمل: Thabo Mbeki
ملاحظات
Drop off intro. Latter, personal brochure, market report and business card.
الجدول الزمني للنشاط
Lead status changed from 'Converted to Deal' to 'Converted to Client (Nurture)'.
Lead status changed from 'Converted to Client (Nurture)' to 'Converted to Deal'.
Lead status changed from 'Appointment Set' to 'Qualified'.
MREA Campaign set to: 33 Touch - Client for Life
Lead status changed from 'Needs Analysis' to 'Appointment Set'.
Lead status changed from 'Contacted' to 'Needs Analysis'.
Lead status changed from 'New' to 'Contacted'.
New lead: Thabo Mbeki. Consider inviting them to an upcoming community event as part of Sheena Saydam's relationship-first approach. Check upcoming events and send a personal invitation if appropriate.
Activity & Communication Hub
Lead status changed from 'Converted to Deal' to 'Converted to Client (Nurture)'.
Lead status changed from 'Converted to Client (Nurture)' to 'Converted to Deal'.
Lead status changed from 'Appointment Set' to 'Qualified'.
MREA Campaign set to: 33 Touch - Client for Life
Lead status changed from 'Needs Analysis' to 'Appointment Set'.
Lead status changed from 'Contacted' to 'Needs Analysis'.
Lead status changed from 'New' to 'Contacted'.