Lead Information
- Name
- Zachary William
- zach.william@excitemail.com
- Phone
- +1 814 531 1212 (mobile)
- +1 814 588 1212 (home)
- Address
- Unit 212, Apartment Gateway
245 W Beaver Avenue, State College, PA 16801
- Date of Birth
- Nov 30, 1981
- Driving License Number
- -
- Passport Number
- -
- Nationality
- United States
Lead Status NEW
- Lead Owner
- Michael Douglas
- Lead Source
- Events
- Referred by
- Jeff Hughes
- Referral Arrangement Fee
- 5% from service fee
Company Information
- Company Name
- -
- Co. Registration Number
- -
- Designation
- -
- Department
- -
- Industry
- -
- No of Employee
- -
- Address
- -
Potential Case
Task(s)
Collect document from Sarah
Due on 20 Jan 2023
File for appeal
Due on 20 Jan 2023 OVERDUE
Debrief Meeting
20 Jan 2023 COMPLETED
Communications
| Type | Name | Phone | Address | Billable | Trust | ||
|---|---|---|---|---|---|---|---|
|
|
P | Zainal Abidin Raof | +6012 123 1234 | zainal.r@excitemail.com | Unit 12.13, Blok B Kondominum Vista, Jalan 12, Bangsar 55000 Kuala Lumpur |
RM2,150.00 | - |
|
|
P | Harley Loong | +6011 987 9887 | invictus@gmail.com | 13, Jalan Mawar Taman Mawar 68100 Batu Caves, Selangor |
RM2,150.00 | RM755,000.00 |
|
|
C | Acme Tech Inc. | +603 2345 7878 | legal@acmetech.com | Level 18, Equatorial Plaza Jln Sultan Ismail 50250 Kuala Lumpur Wilayah Persekutuan Kuala Lumpur |
RM20,150.00 | - |
Notes
| Action | Date | Subject | Description | Author | |
|---|---|---|---|---|---|
|
|
05 Apr 2022 | My observation | Client thinks that bla bla bla. And I feel this is bla bla bla.... | Michael Douglas |
Tasks
| Task Name | Priority | Due Date | Potential Case | Assigned to | |
|---|---|---|---|---|---|
| Set a meeting with team | Important and Urgent | 20 Nov 2022 | - | Michael Choamsky | COMPLETED |
| Draft Letter of Engagement | Important and Urgent | 30 Dec 2022 | - | Myself | Mark as Complete |
| Draft Estimate | Important and Not Urgent | 15 Dec 2022 | - | Myself | Mark as Complete |
| Send Thank You Note | Not Important and Urgent | 30 Dec 2022 | - | Myself | Mark as Complete |
Recent Activities
Michael Douglas created new quote 'QT-0031'
on 7 Dec 2022 at 10.55am
Michael Douglas add new phone log
on 31 Jan 2022 at 2.55pm
Scott Hallbrand created meeting 14 Feb 2023
on 31 Jan 2022 at 2.55pm
Michael Douglas added new lead
on 7 Dec 2022 at 10.55am