Priya Nadeau
Birthday in 2d
Hi Priya, happy birthday. No business in this one - I just wanted to say it.
Sphere
Five people to touch today
1 of 5Past client
Sphere health
30
CASL sendable today
Past clients18
Touched in 90 days24
Going cold26
Consent lapsing in 60 days9
9 contacts lose implied consent this quarter. Re-permission them at your next touch and they stay sendable.
Add someone
Name, how to reach them, and how warm they are. That is the whole form.
There is no anniversary field. It is derived from the completion date of the deal you already logged, which is why it fires when every other CRM stays silent.