Activity

Customer-file timeline

12 events · demo
  • quote.viewed
    ASC-001 viewed — Ascend opened portal
    quote/q_ascend_001
  • quote.signed
    Provider signed ASC-001 (Vilya Sign)
    quote/q_ascend_001
  • quote.signed
    LM-002 dual-signed — Lumen Field Co
    quote/q_lumen_002
  • quote.sent
    RV-008 sent to jon@riverbend.example
    quote/q_river_008
  • ops.note
    NF contact — Brightlane Studio brief landed
    client/inb_demo_01
  • feedback.promoted
    Ascend site HUD — 3 open feedback items
    client/cli_ascend
  • delivery.opened
    HX-003 delivery open — Helix Ops
    quote/q_helix_003
  • ops.note
    Catalog sync — SKUs live in Stripe
    quote/q_helix_003
  • quote.signed
    Contract ctr_lumen_002 sealed — LM-002 PDF on Blob
    contract/ctr_lumen_002
  • quote.signed
    Contract ctr_helix_003 sealed — HX-003 PDF on Blob
    contract/ctr_helix_003
  • delivery.receipt
    HX-003 kickoff receipt filed
    quote/q_helix_003
  • ops.note
    Inbound triaged — Cedar Peak Advisors
    client/inb_demo_02