#908""
KindStatusCcyABNRegion
Contact
Website
Lead source
Lead date
Role / title
Owner
— (edit not wired yet)
Support
Start Support Services
Flags
Note
Addresses
None on file
No addresses yet.
Intel
0 notes
No intel yet.
Pipeline activity
0 events
—
People & relationships
1 linked contact
NameIs to usWe are to themEmailPhoneInv
Steve Hudson
Director
Director———N/A
Projects
2 projects
  • General - Across Support
  • XS Sales Lead
Tasks
1 open · 11 complete
Call Steve to get him onboard (3 months as promised)23 May 2023
Follow-up call to Steve - first contact after Demo13 Feb 2023
Schedule Meet20 Feb 2023
1. Initial Call
2. Initial Demo
3. Follow Up Demo/Communications
Communication and Meets
Create FIle and set up URL access
General Support
Give client access
Import SCHADS and NDIS Pricing - Core Supports and Coordinator of Supports
Onboarding Sessions
Accounting
Total invoiced
AUD 0.00
Outstanding
AUD 0.00
Invoices
0
Generate invoice →
Rates
0 on file · newest active wins
No rates set for this client.
Uninvoiced WIP
1 entries · 1h 0m
DateProjectDescriptionWhoDuration
22 Feb 2023Onboarding Sessions—Jacob Edwards1h
Open invoices
0 outstanding
No open invoices.