Mr E| Billing Name | Billing Email | User Name | User Email | Notify Date | Notify Type | Description | Status | Account Manager | Comment | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Richa Garg | richagarg@policybazaar.com C
I
8108504947 |
Richa Garg | richagarg@policybazaar.com C
U
R
|
2022-07-28 | Welcome call | First Time Payment, Do Welcome Call | Done | Finished? Assign Add Comment | ||
| Richa Garg | richagarg@policybazaar.com C
I
8108504947 |
Richa Garg | richagarg@policybazaar.com C
U
R
|
2022-08-04 | Feedback call | Do Feedback Call | Done | Features Of Mr. E | Finished? Assign Add Comment | |
| Richa Garg | richagarg@policybazaar.com C
I
8108504947 |
Richa Garg | richagarg@policybazaar.com C
U
R
|
2022-08-25 | Payment Reminder | Startup Monthly Upcoming Payment On 2022-08-28 17:19:33 | Done | Finished? Assign Add Comment | ||
| Richa Garg | richagarg@policybazaar.com C
I
8108504947 |
Richa Garg | richagarg@policybazaar.com C
U
R
|
2022-08-29 | Grace period | Grace Period Started On 2022-08-29 | Done | Email Sent | Finished? Assign Add Comment | |
| Richa Garg | richagarg@policybazaar.com C
I
8108504947 |
Richa Garg | richagarg@policybazaar.com C
U
R
|
2022-08-31 | Lost customer | Lost Paid Customer On 2022-08-31 | Done | Not The User // Will Buy When Required | Finished? Assign Add Comment |