Conversations
Internal
Support Team
System maintenance scheduled for tonight
Groups
Marketing Group
New campaign materials are ready
Personal
Sarah Johnson
Thanks for the quick response!
Mike Wilson
When will the new materials be ready?
Lisa Chen
I need help with the payment setup
David Rodriguez
Great campaign results this month!
Sarah Johnson
Hi, I need help with setting up my payment information.
10:30 AM
Hello! I'd be happy to help you with that. You can update your payment info in the Settings section of your dashboard.
10:32 AM
Follow-up call regarding payment setup assistance
Thanks for the quick response!
10:48 AM
You're welcome! Is there anything else I can help you with today?
Discuss premium features and pricing options
Thank you so much for the detailed information!
Customer called to confirm appointment details and ask about preparation materials
Demo of advanced features requested by customer
Overview
Sarah Johnson
AFF001
Tags
Quick Actions
Internal Comments
Customer seems interested in premium package. Follow up with pricing details.
Payment issue resolved. Customer confirmed they can proceed with setup.
Initial contact made. Customer is VIP - prioritize response time.
Customer requested demo of advanced features. Scheduled for tomorrow at 2 PM.
Sent follow-up email with additional resources. Customer showed high interest in enterprise plan.
Customer mentioned they're comparing with competitors. Need to highlight our unique value proposition.
Technical questions answered. Customer is ready to move forward with implementation.
Contract negotiations in progress. Legal team reviewing terms and conditions.