JD
MT

Michael Torres

Contacted

Broker / Owner at Coastal Realty Group

$32,000
Deal Value

Notes

Met at SaaS Expo 2026. Interested in pipeline management features.

Interaction Timeline

Phone Call Mar 28

Intro call — demoed pipeline view

Email Mar 8

Post-event follow-up email

Note Mar 5

Collected business card at SaaS Expo booth

Related Tasks

1 task
Send case study to Michael Torres
Due: Apr 12
low

Contact Info

Email
mtorres@coastalrealty.com
Phone
(555) 567-8901
Company
Coastal Realty Group

Deal Details

Deal Value $32,000
Status Contacted
Source Trade Show
Created Mar 5
Last Contact Mar 28

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