Senior CRM Specialist
Department: Client Solutions • Last tracked: 15 min ago
Actions performed by Jenny Wilson across the CRM platform
| # | Target Entity | Action Performed | Timestamp | Status |
|---|---|---|---|---|
| 01 | Peterson Dynamics | Moved Lead to "Negotiation" stage ($48,500) | Today, 10:14 AM | Completed |
| 02 | Jack Adams | Logged Phone Call > Case Discussion | Yesterday, 04:30 PM | Held |
| 03 | Stop & Shop Hub | Created Account Contact "Jenny Wilson" | Sep 06, 02:15 PM | Saved |
| 04 | Sprint Retrospective | Scheduled Weekly marketing staff brainstorming | Sep 05, 11:00 AM | Scheduled |