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NameLatest Transaction DateProspect ManagerBoard ConnectionKey DetailsOutreach DateStageFollow Up DateNext Steps
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Alice Barnett12/27/2024Crystal SandsLibby ManningTrying to secure lunch with DM/CS
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Beth and Peter Beck1/30/2025Crystal Sands
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Beverly K Goulet12/27/2024Crystal Sands
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Regen HorchowCrystal Sands
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Cathy Kirkpatrick2/21/2025Crystal Sands
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Lillian Kirstein1/7/2025Crystal Sands
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Bill Marsh12/27/2024Crystal SandsMet 10/01/25 with DM/CS
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Megan McManemin8/16/2024Crystal Sands
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Munson Family 6/16/2025Crystal SandsTrying to secure lunch with DM/CS
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Betty Regard12/5/2024Crystal Sands
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Paige Russey (Hendricks)2/12/2025Former Board
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Dan Settle Jr.12/31/2024Norman Robbins
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Julie and Trem Smith1/10/2025Crystal SandsMet 09/11/25 with CS
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Estate of Juanita Parker Corbin12/23/2024Crystal Sands
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Karen Wardell2/3/2025Libby Manning
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Lapsed
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Aurora Temple Barnes12/15/2023Crystal Sands
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Tom Harris2/22/2024Libby Manning
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New
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Luanne SamuelsCrystal Sands
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Linda HalboutyCrystal Sands
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Marty LeonardCrystal SandsLibby Manning
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Katie RoseAlyssa Spiegel
Possible Gala - coffe scheduled for Oct 7th
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John and Kathy PinkertonLibby Manning
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