Activity
Recent CRM activity across all accounts
Deal "Atlas New Build System" moved to Proposal — Atlas Construction
Amanda Harris4/18/2026, 10:00:00 AM
Added note: Client interested in full suite deployment — Atlas Construction
Amanda Harris4/18/2026, 9:30:00 AM
Follow-up call with Kimberly Lee — 15 min — Vision Realty
Jason Smith4/17/2026, 2:00:00 PM
Proposal sent to Elevate Interiors — Elevate Interiors
Jason Smith4/17/2026, 11:00:00 AM
Discovery meeting with Michael Turner — Apex Homes
Amanda Harris4/16/2026, 10:00:00 AM
Deal "Northfield Operations Hub" marked as Won — Northfield Group
Amanda Harris4/15/2026, 4:00:00 PM
New contact added: Sarah Rodriguez — Greenfield AV
System4/14/2026, 9:00:00 AM