| 2026-09-01 | Activity | Email / Correspondence (from next action) | Completed: Texted for meeting | โ | Edit |
| 2026-05-21 | Activity | Email / Correspondence (from next action) | Completed: Sent commencement invite | โ | Edit |
| 2026-04-28 | Activity | In-Person Meeting Planned โ not completed | | โ | Edit |
| 2026-04-20 | Activity | In-Person Meeting (from next action) | Completed: follow up after dinner | โ | Edit |
| 2026-04-20 | Activity | In-Person Meeting (from next action) | Completed: confirm dinner meeting | โ | Edit |
| 2026-04-14 | Stage | Stage: Cultivation โ Solicitation | | | |
| 2025-10-15 | Activity | In-Person Meeting | Meeting logged โ Group 3 ($25Kโ$50K) | โ | Edit |