Mr E| Billing Name | Billing Email | User Name | User Email | Notify Date | Notify Type | Description | Status | Account Manager | Comment | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Equilibrio Advisory LLP | shivangi.prasad@equilibrioadvisory.com C
I
9004099796 |
Shivangi Prasad | shivangi@poshatwork.com C
U
R
|
2022-07-19 | Welcome call | First Time Payment, Do Welcome Call | Done | Email Sent | Finished? Assign Add Comment | |
| Equilibrio Advisory LLP | shivangi.prasad@equilibrioadvisory.com C
I
9004099796 |
Shivangi Prasad | shivangi@poshatwork.com C
U
R
|
2022-07-26 | Feedback call | Do Feedback Call | Done | Finished? Assign Add Comment | ||
| Equilibrio Advisory LLP | shivangi.prasad@equilibrioadvisory.com C
I
9004099796 |
Shivangi Prasad | shivangi@poshatwork.com C
U
R
|
2022-08-16 | Payment Reminder | Startup Monthly Upcoming Payment On 2022-08-19 17:46:53 | Done | Email Sent | Finished? Assign Add Comment | |
| Equilibrio Advisory LLP | shivangi.prasad@equilibrioadvisory.com C
I
9004099796 |
Shivangi Prasad | shivangi@poshatwork.com C
U
R
|
2022-08-20 | Grace period | Grace Period Started On 2022-08-20 | Done | Email Sent | Finished? Assign Add Comment | |
| Equilibrio Advisory LLP | shivangi.prasad@equilibrioadvisory.com C
I
9004099796 |
Shivangi Prasad | shivangi@poshatwork.com C
U
R
|
2022-08-22 | Lost customer | Lost Paid Customer On 2022-08-22 | Pending | Finished? Assign Add Comment |