Contacts
One record per real person, however many roles they play.
| Name | Organization / Context | Owner | Last activity | Next follow-up | Type |
|---|---|---|---|---|---|
| James Anderson | Anderson Wealth Management | Morgan | Lunch · Sep 12 | Oct 5 | Referral partner |
| Sarah Thompson | Estate planning prospect | Jordan | Email · Sep 20 | Sep 26 | Prospect |
| Michael Thompson | Spouse of Sarah Thompson | Jordan | Consultation · Sep 22 | — | Prospect |
| Priya Raman | Lakeside CPA Group | Jordan | Coffee · Sep 3 | Sep 30 | Referral partner |
| Dolores Kent | Harbor Senior Living | Morgan | Event · Aug 28 | Sep 25 | Referral partner |
| Marcus Bell | Business succession inquiry | Casey | Web inquiry · Sep 23 | — | Prospect |
| Elena Ortiz | Past client | Morgan | Card · Jul 14 | Oct 14 | Past client |
| Tom Whitaker | Northfield Community Bank | Casey | Call · Aug 19 | — | Advisor |
| Grace Liu | Trust administration inquiry | Jordan | Phone · Sep 18 | — | Prospect |