| 2026-08-12 | Activity | Email / Correspondence (from next action) | Completed: Requested meeting | โ | Edit |
| 2026-08-12 | Activity | Phone Call (from next action) | Completed: Follow up if no response | โ | Edit |
| 2026-06-11 | Activity | Phone Call (from next action) | Completed: check in with Susan | โ | Edit |
| 2026-05-05 | Activity | In-Person Meeting (from next action) | Completed: Left VM | โ | Edit |
| 2026-04-28 | Activity | In-Person Meeting (from next action) | Completed: follow up call to Howard | โ | Edit |
| 2026-04-14 | Stage | Stage: Cultivation โ Solicitation | | | |
| 2026-04-13 | Activity | In-Person Meeting (from next action) | Completed: called Howard / VM to invite to May 8 event | โ | Edit |