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by Priya Nandakumar · Oct 15, 8:15 AM · Spokane

Account and names
Primary account
★Copperline Auto Partsmatched
People
Staff
Morgan Ellis
Note text
Stopped in at Copperline this morning. Marcus, the parts manager, wants the winter wiper programme on the floor by November, with the end caps and a counter display. He asked for pricing on the premium blades and wants Ines from purchasing on the next call.
  • Walked the counter with the parts manager
    Priya
  • Send premium blade pricing · to Marcus Hale
    due Oct 17 Priya
  • New contactInes Okoro · Purchasing
  • OpportunityWinter wiper programme $18,500
    est. close Nov 1 Priya

by You · Oct 14, 3:40 PM

Account and names
Primary account
★Juniper Creek Garage
People
Note text
Called Sam about the ceramic pad trial. Two more cases this week and he wants a price for the full ceramic line before the end of the month.
  • Brake pad trial check-in
    You
  • Quote the full ceramic line
    due Oct 24 You

by Priya Nandakumar · Oct 12, 4:30 PM · Yakima

Account and names
Primary account
★ Saltmarsh Mill Supply new suggested
will be created when you approve
Note text
Walk-in from a new supply house on the east side. They carry a competing filter line and want our line card.
  • First visit, line card requested
    Priya
Page 1 of 3 · 7 notesNext

Quarterly review with the owner

by Morgan Ellis · Oct 10, 2:05 PM · reviewed by Morgan Ellis

Saved
Account and names
Primary account
★ Fenwick Diesel Repair
Note text
Owner wants filter pricing for the heavy-duty catalogue before the quarterly review.
No pending reviews