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Bayfront Property ServicesFacilities desk
Actions for Bayfront Property Services
facilities@bayfront.example(727) 555-0101Clearwater, FL
Ready for setup3 jobs
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Duplicate check

Possible duplicate detected

Similar name found: Bay View Holdings LLC (CUST-0008). Review before creating additional records.

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Contact details

Primary contact addedTaylor North, recorded
Email address recorded….@mailer.test, recorded
Phone number recorded(000) •••••••12, recorded
Communication preference setEmail, recorded

Activity

3Active jobs
2Proposals
5Communications
1Permit applications

Next action

Send portal invite to activate customer access and communication preferences.

Send invite

Due May 27, 2025

Assigned to Jordan Lee

Cypress Ridge AssociationProperty office
Actions for Cypress Ridge Association
office@cypressridge.exampleNo phone on fileTampa, FL
Ready for setup2 jobs
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Duplicate check

No duplicates found

Contact details

Primary contact addedRobin Vega, recorded
Email address recorded….@mailer.test, recorded
Phone number recorded, not yet
Communication preference setEmail, recorded

Activity

2Active jobs
1Proposals
3Communications
0Permit applications

Next action

Send portal invite to activate customer access and communication preferences.

Send invite

Due May 26, 2025

Assigned to Jordan Lee

Gulfline Hospitality GroupOperations desk
Actions for Gulfline Hospitality Group
operations@gulfline.example(813) 555-0103St. Petersburg, FL
Ready for setup2 jobs
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Duplicate check

No duplicates found

Contact details

Primary contact addedMarlowe Fields, recorded
Email address recorded….@mailer.test, recorded
Phone number recorded(000) •••••••07, recorded
Communication preference setPhone, recorded

Activity

2Active jobs
1Proposals
4Communications
1Permit applications

Next action

Send portal invite to activate customer access and communication preferences.

Send invite

Due May 25, 2025

Assigned to Priya Nair

Harbor Point RetailMaintenance office
Actions for Harbor Point Retail
No email on file(941) 555-0104Sarasota, FL
Ready for setup1 job
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Duplicate check

No duplicates found

Contact details

Primary contact addedDevon Cole, recorded
Email address recorded, not yet
Phone number recorded(000) •••••••11, recorded
Communication preference setPhone, recorded

Activity

1Active jobs
0Proposals
2Communications
0Permit applications

Next action

Send portal invite to activate customer access and communication preferences.

Send invite

Due May 24, 2025

Assigned to Priya Nair

Palmetto Commercial HoldingsAsset desk
Actions for Palmetto Commercial Holdings
assets@palmettoholdings.exampleNo phone on fileNo address on file
Needs address0 jobs
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Duplicate check

No duplicates found

Contact details

Primary contact addedSasha Brooks, recorded
Email address recorded….@mailer.test, recorded
Phone number recorded, not yet
Communication preference setEmail, recorded

Activity

0Active jobs
1Proposals
2Communications
0Permit applications

Next action

Send portal invite to activate customer access and communication preferences.

Send invite

Due May 22, 2025

Assigned to Jordan Lee

Seabreeze Condominium AssociationCommunity office
Actions for Seabreeze Condominium Association
No email on file(727) 555-0106No address on file
Needs address0 jobs
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Duplicate check

No duplicates found

Contact details

Primary contact addedAlex Monroe, recorded
Email address recorded, not yet
Phone number recorded(000) •••••••06, recorded
Communication preference setPhone, recorded

Activity

0Active jobs
0Proposals
1Communications
0Permit applications

Next action

Send portal invite to activate customer access and communication preferences.

Send invite

Due May 21, 2025

Assigned to Priya Nair

Sunstate Community CenterBuilding office
Actions for Sunstate Community Center
No email on fileNo phone on fileLakeland, FL
Needs contact0 jobs
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Duplicate check

No duplicates found

Contact details

Primary contact added, not yet
Email address recorded, not yet
Phone number recorded, not yet
Communication preference set, not yet

Activity

0Active jobs
0Proposals
0Communications
0Permit applications

Next action

Add a primary contact so this customer can be set up before job scheduling.

Due May 20, 2025

Assigned to Jordan Lee

Westshore Medical OfficesProperty desk
Actions for Westshore Medical Offices
No email on fileNo phone on fileTampa, FL
Needs contact0 jobs
Quick view

Duplicate check

No duplicates found

Contact details

Primary contact added, not yet
Email address recorded, not yet
Phone number recorded, not yet
Communication preference set, not yet

Activity

0Active jobs
0Proposals
0Communications
0Permit applications

Next action

Add a primary contact so this customer can be set up before job scheduling.

Due May 19, 2025

Assigned to Priya Nair