Contact Records - Robert Anderson
Viewing contact records for: Robert Anderson
(robert.anderson@email.com)
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Contact History
| Date & Time | Client | Type | Subject | Staff Member | Follow-up | Actions |
|---|---|---|---|---|---|---|
| 2024-09-15 10:00 | Robert Anderson | Newsletter | Q3 Market Insights | John Smith | No | View |
| 2024-02-18 14:30 | Robert Anderson | Phone Call | ESG Investment Proposal | John Smith | No | View |
| 2024-01-20 10:00 | Robert Anderson | Visit | Initial Portfolio Review | John Smith |
Yes
2024-02-15 |
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