ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
NameClassEmailOwnerStatusNext stepNotes
2
adam2020lead1@abc.123BasitAttended a OFTW eventKennan to send video of Josh webinar and then follow up on 11/8Friend from class
3
Lead 22021lead2@abc.123KennanHeard of OFTWKennan to invite to Giving Lunch 11/12Coworker
4
Lead 32024lead3@abc.123EvanAttended a OFTW eventEvan to invite to Giving Lunch on 11/12Came to kickoff event; hasn't been pitched 1:1
5
Lead 42020lead4@abc.123JackAttended multiple OFTW eventsJack to follow up with more info on charities and then follow up on 11/7Interested in taking the pledge but wants to learn more about charities
6
Lead 52022lead5@abc.123JackPledgedJack to get on Zoom call 11/5Pledged at weekly tabling 3/23
7
Lead 62021lead6@abc.123EvanRefused to pledgeEvan to invite to programming in the spring Said she doesn't feel comfortable pledging without a job offer
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100