Activities
A clear timeline of customer conversations and next steps.
| ACTIVITY | RELATED TO | DATE | OWNER |
|---|---|---|---|
| Call · Quarterly planning call Reviewed rollout timeline and regional teams. | Amelia Hart | 2026-11-12 | Olivia Chen |
| Meeting · Solution review Aligned on security review and next steps. | Copper Finch expansion | 2026-11-11 | James Wilson |
| Email · Proposal follow-up Sent implementation plan and commercial summary. | Meridian advisory suite | 2026-11-10 | Olivia Chen |