Communications
Activity timeline, email, and quick logging for Brad Dieterman
Send Email
Quick Log Activity
✎
note
Reviewed
BRITT
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follow up due: Brad Dieterman
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note
Hold Zone
BRITT
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Moved to Hold Zone (saving_funds stage) from "Quoted": Saving funds
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note
Batch Update
BRITT
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Marked as consulted based on past consult_date
✉
email sent
Email Sent
BRITT
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After-consult email sent
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note
Updated
BRITT
·
Client record updated
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note
Email Received
BRITT
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Re: (2025-11-11) [19a74261766f2a28]
✉
email sent
Email Sent
BRITT
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Re: (2025-11-11) [19a74009df12e6fc]
✉
email sent
Email Sent
BRITT
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Re: (2025-11-11) [19a74931da404977]
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note
Email Received
BRITT
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Re: (2025-11-11) [19a746eacde0b228]
✉
email sent
Email Sent
BRITT
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Springer Law Firm Chapter 13 Bankruptcy Information (2025-11-12) [19a79d1fa282f878]
✎
note
Updated
BRITT
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Client record updated
✎
note
Updated
BRITT
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Client record updated