People
Clients, donors & relationships
Needs Follow-up
4
Birthdays
2
This Week
Important Contacts
Robert Johnson
Board Member
Last contact: Monday
Susan Hill
Major Donor
Last contact: 12 days ago
Michael Davis
CEO Partner
Meeting tomorrow
Try saying
“When did I last speak with Robert?”
“Remind me to call Susan.”
“Who haven’t I spoken to recently?”
“Send Michael a note.”