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Actions activityid companyid contactid dealid salesid activitytype activitysubject activitydate starttime endtime activitylocation activitynotes isdone outcome companyname industry city companystatus contactfirst contactlast contactemail contactphone facefile
7001 1015 2044 3001 30 Email Send pricing summary 2026-07-09 Walked through the reporting piece; well received. 1 Sent Holloway Automotive Industrial Machinery Tampa Customer Thomas Peterson thomas.peterson@hollowayautomotive.example.com 813-555-3800 man35
7002 1015 2043 3001 30 Demo Demo: dashboard mockup 2026-09-15 08:30 09:15 Summit office Asked for two references in manufacturing. 1 Completed Holloway Automotive Industrial Machinery Tampa Customer Chloe Fitzgerald chloe.fitzgerald@hollowayautomotive.example.com 813-555-4801 woman23
7003 1015 2043 3001 30 Call Reference call 2026-09-18 13:30 14:00 Phone Needs a revised scope before legal review. 1 Rescheduled Holloway Automotive Industrial Machinery Tampa Customer Chloe Fitzgerald chloe.fitzgerald@hollowayautomotive.example.com 813-555-4801 woman23
7004 1004 2012 3002 10 Meeting Proposal walkthrough 2026-07-12 14:00 15:00 Summit office Good conversation, they want to move quickly. 1 Rescheduled Cedar Ridge Credit Union Major Banks Cleveland Customer Mary Delgado mary.delgado@cedarridgecreditunion.example.com 216-555-3835 woman19
7005 1004 2012 3002 10 Call Pricing discussion 2026-07-14 11:00 11:30 Phone Walked through the reporting piece; well received. 1 Left voicemail Cedar Ridge Credit Union Major Banks Cleveland Customer Mary Delgado mary.delgado@cedarridgecreditunion.example.com 216-555-3835 woman19
7006 1004 2010 3002 10 Email Send meeting recap 2026-09-20 Asked for two references in manufacturing. 1 Sent Cedar Ridge Credit Union Major Banks Cleveland Customer Jennifer Sullivan jennifer.sullivan@cedarridgecreditunion.example.com 216-555-9381 woman33
7007 1004 2010 3002 10 Task Prepare proposal draft 2026-09-20 Waiting on their IT director to review. 1 Completed Cedar Ridge Credit Union Major Banks Cleveland Customer Jennifer Sullivan jennifer.sullivan@cedarridgecreditunion.example.com 216-555-9381 woman33
7008 1063 2189 3003 20 Follow-up Follow up on proposal 2026-08-31 Budget is approved for this quarter. 1 Completed Prairie Sky Manufacturing Industrial Machinery Jacksonville Customer Karen Peterson karen.peterson@prairieskymanufacturing.example.com 904-555-6470 woman38
7009 1063 2187 3003 20 Meeting Requirements review 2026-10-02 13:00 14:00 Summit office Budget is approved for this quarter. 1 Positive Prairie Sky Manufacturing Industrial Machinery Jacksonville Customer Michael Franklin michael.franklin@prairieskymanufacturing.example.com 904-555-1249 man33
7010 1040 2119 3004 20 Meeting Kickoff meeting 2025-11-13 09:30 10:30 Client office, Orlando Good conversation, they want to move quickly. 1 Completed Dunmore Retail Group Retail Orlando Customer Thomas Brennan thomas.brennan@dunmoreretailgroup.example.com 407-555-1902 man8