Summit Landscaping
Account
Note synced from RingCentral
Just now
Call with David Chen (14 min). Discussed commercial auto quote for fleet of 14 vehicles. Renewal March 1. Requesting COI for new job site. Will send proposal EOD.
Still requires manual entry
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Create deal: Commercial Auto - $12,400 Deal
Associate contact: David Chen Contact
Open ticket: COI request - new job site Ticket
Create task: Send proposal EOD Task
Note logged. CRM objects still need to be created manually.