| 2026-08-26 | Activity | Phone Call (from next action) | Completed: for gift conversation โ email - no # on file. waiting for Joe | โ | Edit |
| 2026-08-26 | Activity | Phone Call (from next action) | Completed: follow back up with Joe โ done - good to go | โ | Edit |
| 2026-08-26 | Stage | Stage: Qualification โ Cultivation | | | |
| 2026-08-12 | Activity | Other Task (from next action) | Completed: ask Joe about follow up โ asked Joe again | โ | Edit |
| 2026-05-18 | Activity | In-Person Meeting (from next action) | Completed: Call Joe again โ health issues currently; check back in July | โ | Edit |
| 2026-05-05 | Activity | In-Person Meeting (from next action) | Completed: Phone call | โ | Edit |