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Grouptrail
Grouptrail
Thrive Team Tracking Hub

Thrive Team Tracking Hub

Joe's Pies

Joe's Pies

 

Latest activity

  1. Justin Yuen
    Date: Sep 8, 2020
    Name: Management
    How did the meeting go: 10
    Purpose of meeting: Discuss ideas for working together
    Next Steps: Send email with more info
    Notes: (None)
    Time spent: (None)
    Goals: (None)

    Business Development Activity Posted by: Justin Yuen

    • On Sep 8, 2020, 6:35:49 PM Central Daylight Time
  2. Justin Yuen

    Gather feedback Posted by: Justin Yuen

    • Created on Jun 30, 2020, 10:55:47 AM Central Daylight Time
    • Topics: Client
    Assigned to Sarah White  with a priority of  5
  3. Justin Yuen

    Received payment? Posted by: Justin Yuen

    • Created on Jun 30, 2020, 10:55:47 AM Central Daylight Time
    • Topics: Billing
    Assigned to Sarah White  with a priority of  5
  4. Justin Yuen

    Send invoice Posted by: Justin Yuen

    • Created on Jun 30, 2020, 10:55:47 AM Central Daylight Time
    • Topics: Billing
    Assigned to Sarah White  with a priority of  5
  5. Justin Yuen

    Schedule first meeting Posted by: Justin Yuen

    • Created on Jun 30, 2020, 10:55:47 AM Central Daylight Time
    • Topics: Prospect
    Assigned to Sarah White  with a priority of  5
  6. Justin Yuen

    Send proposal Posted by: Justin Yuen

    • Created on Jun 30, 2020, 10:55:47 AM Central Daylight Time
    • Topics: Prospect
    Assigned to Sarah White  with a priority of  5
  7. Justin Yuen

    Outreach Posted by: Justin Yuen

    • Created on Jun 30, 2020, 10:55:47 AM Central Daylight Time
    • Topics: Prospect
    Assigned to Sarah White  with a priority of  5
  8. Justin Yuen
    Date: Apr 29, 2020
    Name: Outreach about upcoming CRLE
    How did the meeting go: 2
    Purpose of meeting: Learn
    Next Steps: (None)
    Notes: (None)
    Time spent: (None)
    Goals: (None)

    Business Development Activity Posted by: Justin Yuen

    • On Apr 29, 2020, 3:56:52 PM Central Daylight Time
  9. Justin Yuen
    Date: Apr 29, 2020
    Name: Sent out WBL invitation
    How did the meeting go: 2
    Purpose of meeting: Learn
    Next Steps: (None)
    Notes: (None)
    Time spent: (None)
    Goals: (None)

    Business Development Activity Posted by: Justin Yuen

    • On Apr 29, 2020, 2:16:51 PM Central Daylight Time
  10. Justin Yuen

    What's Up set to The freshest Posted by: Justin Yuen

    • On Mar 7, 2018, 3:17:15 AM Central Standard Time
    • Topics: (None)
    1. Justin Yuen

      Justin Yuen on Jun 13, 2019, 12:33:09 PM Central Daylight Time

      Note for the team

  11. Justin Yuen
    Date: Dec 21, 2018
    Name: Sales
    How did the meeting go: 9
    Purpose of meeting: Sales
    Next Steps: (None)
    Notes: (None)
    Time spent: (None)
    Goals: (None)

    Business Development Activity Posted by: Justin Yuen

    • On Dec 21, 2018, 3:18:14 PM Central Standard Time
  12. Justin Yuen

    Specialty set to Fruit pies Posted by: Justin Yuen

    • On Mar 7, 2018, 3:17:09 AM Central Standard Time
    • Topics: (None)
  13. Justin Yuen

    Account # set to 12345 Posted by: Justin Yuen

    • On Mar 7, 2018, 3:17:03 AM Central Standard Time
    • Topics: (None)
  14. Justin Yuen

    Total products set to 88 Posted by: Justin Yuen

    • On Mar 7, 2018, 3:16:57 AM Central Standard Time
    • Topics: (None)
  15. Justin Yuen

    Contact Status updated from Made Contact to Presentation set Posted by: Justin Yuen

    • On Oct 31, 2017, 3:15:42 PM Central Daylight Time
    • Topics: (None)
  16. Justin Yuen

    Contact Status updated from Not reached out yet to Made Contact Posted by: Justin Yuen

    • On Oct 6, 2017, 3:58:54 PM Central Daylight Time
    • Topics: (None)
  17. Justin Yuen

    Contact Status updated from Active Client to Not reached out yet Posted by: Justin Yuen

    • On Oct 6, 2017, 3:58:48 PM Central Daylight Time
    • Topics: (None)
  18. Justin Yuen

    Sample task Posted by: Justin Yuen

    • Created on Oct 4, 2017, 1:09:47 PM Central Daylight Time
    • Topics: To dos
    Assigned to Justin Yuen (Grouptrail)  with a priority of  5
  19. Justin Yuen

    Contact Status set to Active Client Posted by: Justin Yuen

    • On Mar 30, 2016, 12:41:00 PM Central Daylight Time
    • Topics: (None)
  20. Demo Admin
    Date: Jul 31, 2014
    Script:

    Script Posted by: Demo Admin

    • On Jul 31, 2014, 9:20:58 AM Central Daylight Time