Contacts
People, households, and businesses connected to prospects and clients.
3 records
| Business | Customer status | Primary contact | Primary location | Primary Producer | Next action | |||||
|---|---|---|---|---|---|---|---|---|---|---|
Brightway Electric LLCMy customer | Brightway Electric | Active Client | Marcus Green | 856-555-0198 | 410 Commerce Drive, Cherry Hill, NJ 08003 | Jerome Patterson | 3 | 1 opportunity · 1 certificate request | Issue certificate of insurance | Today · Service request |
Green Street Restaurant GroupMy customer | Green Street Kitchen | Prospect | Nina Alvarez | 856-555-0121 | 220 Haddon Avenue, Collingswood, NJ 08108 | Jerome Patterson | 0 | 1 commercial quote request | Collect operations details | Today · Referral |
| — | Former Client | Olivia Carter | 856-555-0164 | 77 Grove Avenue, Collingswood, NJ 08108 | Priya Raman | 0 | None | Win-back outreach in January | 7 months ago · Non-renewal |
Marcus Green · 856-555-0198
410 Commerce Drive, Cherry Hill, NJ 08003
Next: Issue certificate of insurance
Nina Alvarez · 856-555-0121
220 Haddon Avenue, Collingswood, NJ 08108
Next: Collect operations details
- Carter Property Management LLCFormer Client
Olivia Carter · 856-555-0164
77 Grove Avenue, Collingswood, NJ 08108
Next: Win-back outreach in January