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Date of ActivityTaskSales Stage
1 - Outreach
2 - Interested
3 - Meeting/Follow Up
4 - Sent Agreement/Invoice
5 - Client
6 - Not Interested
7 - Don't Solicit
SuffixFirstLastTitleCompany or OrganizationPhoneEmailNotes
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2/1/23Follow Up1 - OutreachDr. JohnSmithPresidentQueens College 123-456-7890johnsmith@queens.edu1/27/23, called again, no message, sent follow up email. 1/5/23- Sent email outreach
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2/1/23Schedule Meeting2 - InterestedJaneSmithVice PresidentKings College098-876-5432janesmith@kings.edu1/27/23 called again, no message, sent follow up email. 1/5/23 - Left VoiceMail/sent email about scheduling meeting
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