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Call Notes
Log what happened so the next call lands better.
Recent notes
Jane Mehta · Crescent Wealth Advisors
12/31/1969, 11:00:00 PMWealth Management
CCO
Discovery call booked
Demo booked
Open to 30-min next week; CCO will join.
Marcus Liu · Pacific Mutual Insurance
12/31/1969, 12:00:00 AMInsurance
CISO
Not interested now
Interested but no budget until new fiscal.