Communications
Activity timeline, email, and quick logging for Sterling Walker
Send Email
Quick Log Activity
✎
payment received
Payment received via Square (#001835)
system
·
Client: Sterling Walker, Amount: $1313.00
☷
doc received
Document received: IMG_2480.png
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: IMG_2479.png
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: IMG_2481.png
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: IMG_2482.png
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: IMG_2483.png
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: IMG_2477.png
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: IMG_2475.png
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: IMG_2478.png
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: IMG_2476.png
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: IMG_2474.png
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: IMG_2472.png
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: IMG_2471.png
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: IMG_2470.png
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: 2024TurboTaxReturn.pdf
system
·
Downloaded from email ([email protected]), category: tax_returns
☷
doc received
Document received: Walker, Sterling CH.13 Individual PreReview Retainer.pdf
system
·
Downloaded from email ([email protected]), category: retainer_agreement
☷
doc received
Document received: Walker, Sterling CH.13 Individual PreReview Retainer.pdf
system
·
Downloaded from email ([email protected]), category: retainer_agreement
☷
doc received
Document received: Walker, Sterling L 17572-ILN-CC-040607943.pdf
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: Walker, Sterling L 17572-ILN-CC-040607943.pdf
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: Walker, Sterling L 17572-ILN-CC-040607943.pdf
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: IMG_2508.jpeg
system
·
Downloaded from email ([email protected]), category: other
☷
doc received
Document received: IMG_2507.jpeg
system
·
Downloaded from email ([email protected]), category: other
⚙
status change
Status Change
BRITT
·
Schedule Review → Filed
✎
note
Stage Change
BRITT
·
prefiling → filed
✎
note
Pipeline
BRITT
·
Moved to null
$
payment
Payment
BRITT
·
$1313 received (total: $1313)
$
payment
Payment
BRITT
·
retainer payment recorded: $1,313.00 (square)
$
payment
Payment
BRITT
·
Payment received via Square - Invoice #001835 - $1313 (2026-02-09)
⚙
status change
Status Change
BRITT
·
Retainer Sent → Schedule Review
✎
note
Pipeline
BRITT
·
Moved to schedule_review
⚙
status change
Status Change
BRITT
·
SU Call → Retainer Sent
✎
note
Email Reviewed
BRITT
·
Email: ACTION: Send after-consult email - Ch.13 save-the-vehicle docs + invoice
✉
email sent
Email
BRITT
·
Consult follow-up email sent
⚙
status change
Status Change
BRITT
·
New Lead → SU Call