Coda + Salesforce for Sales & Success

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Report Record

Activity ID

Date

Company Account

Opportunity

Contact

Lead

Subject

Assigned

Priority

Status

Task

Activity Type

Comments

00U4x000001XVs3EAG

8/3/2021

Acme Corp.

2021 Q1 Contract Renewal

Qi Polidronstrom

Dinner & drinks

Buck Dubois

00U4x000001XVs4EAG

9/1/2021

Acme Corp.

Upsell Deal

Jen Salurotri

Demo

Buck Dubois

00T4x00000QpyRlEAJ

9/15/2021

Acme Corp.

Expansion into PNW

Qi Polidronstrom

Call

Buck Dubois

Normal

In Progress

Intro meeting

00T4x00000Qpy47EAB

9/15/2021

Acme Corp.

Qi Polidronstrom

Test task

Buck Dubois

Normal

In Progress

00T4x00000VIjpBEAT

10/12/2021

Delorean Construction Inc.

Colin Woodward

Call

Buck Dubois

Normal

Completed

00U4x000008TBGREA4

10/18/2021

Delorean Construction Inc.

Colin Woodward

Review proposal for additional services

Coda App

Summary: Discussed the team’s questions on proposal dated 10/15 Approval needed from Sandy before green light Overall, demo was positive but budgeted lower than the estimate Action Items: Follow up with Sandy re: bulk discount question Made discussed changes to section D and send to team for final review Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis ...

00U4x000008T8OCEA0

10/19/2021

Delorean Construction Inc.

Ashwin Batra

Decision matrix follow-up

Buck Dubois

00T4x00000VIgk3EAD

10/21/2021

Delorean Construction Inc.

Colin Woodward

Coda App

Normal

Completed

00T4x00000VIjhqEAD

10/21/2021

Delorean Construction Inc.

Colin Woodward

Coda App

Normal

Not Started

00T4x00000W6SxwEAF

10/25/2021

Delorean Construction Inc.

Colin Woodward

Discovery & Introductions

Coda App

Normal

Completed

Call to discuss proposal

00T4x00000W6SxxEAF

10/25/2021

Delorean Construction Inc.

Ashwin Batra

Call

Coda App

Normal

Completed

00T4x00000W6TM8EAN

10/26/2021

Delorean Construction Inc.

Colin Woodward

Discovery & Introductions

Coda App

Normal

In Progress

00T4x00000W6SOXEA3

10/28/2021

Delorean Construction Inc. HQ System

Ashwin Batra

Buck Dubois

Normal

In Progress

00T4x00000r9W35EAE

4/28/2022

Boeing

Software Sales

Jim Johnson

Call

Buck Dubois

Normal

Completed

Looking at budget for EOY

00T4x00000r9WGkEAM

4/28/2022

Incite Inc

Incite HR Team

Kare Bonder

Call

Buck Dubois

Normal

Completed

Spoke with Procurement. Willing to review terms

00T4x00000ryr0mEAA

11/3/2021

Acme Corp.

Jen Salurotri

Call

Buck Dubois

Normal

Completed

mentioned budgets are tight

00T4x00000ryqzBEAQ

11/4/2021

Acme Corp.

Zen Yuni

Call

Buck Dubois

Normal

Completed

Will make intro

00T4x00000ryr3sEAA

12/2/2021

Boeing

Jim Johnson

Call

Buck Dubois

Normal

Completed

will loop in manager

00T4x00000ryqynEAA

2/2/2022

Acme Corp.

Jen Salurotri

Call

Buck Dubois

Normal

Completed

expressed excitement over the demo

00T4x00000ryr4uEAA

3/2/2022

Boeing

Jim Johnson

Call

Buck Dubois

Normal

Completed

thinking about use cases

00T4x00000ryr3qEAA

3/9/2022

Boeing

Jim Johnson

Call

Buck Dubois

Normal

Completed

demo of tool

00T4x00000ryr5wEAA

3/11/2022

Boeing

Shelley Jacobsen

Call

Buck Dubois

Normal

Completed

doesn't seem to have budget

00T4x00000ryqzAEAQ

3/30/2022

Acme Corp.

Qi Polidronstrom

Call

Buck Dubois

Normal

Completed

Wants marketing collateral

00T4x00000ryqzCEAQ

4/7/2022

Acme Corp.

Jen Salurotri

Call

Buck Dubois

Normal

Completed

Interested in a trial

00T4x00000ryr3rEAA

4/15/2022

Boeing

Jim Johnson

Call

Buck Dubois

Normal

Completed

will talk to procurement

00T4x00000ryr5xEAA

4/29/2022

Boeing

Shelley Jacobsen

Call

Buck Dubois

Normal

Completed

interested but had questions

00T4x00000ryr4tEAA

5/2/2022

Boeing

Jim Johnson

Call

Buck Dubois

Normal

Completed

scheduled meeting for next week

00T4x00000ryOYGEA2

5/5/2022

The Dharma Initiative

Flin Chichgar

Call

Buck Dubois

Normal

Completed

Scoping company size

00T4x00000ryr1LEAQ

5/6/2022

Acme Corp.

Jen Salurotri

Call

Buck Dubois

Normal

Completed

liked the team project demo

00T4x00000ryqv4EAA

5/6/2022

Boeing

Shelley Jacobsen

Call

Buck Dubois

Normal

Completed

wants preso for their team

00T4x00000ryqylEAA

5/6/2022

Acme Corp.

Zen Yuni

Call

Buck Dubois

Normal

Completed

Interested in a demo

00T4x00000ryqymEAA

5/6/2022

Acme Corp.

Jen Salurotri

Call

Buck Dubois

Normal

Completed

trying to bring in CIO for approval

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