Planner referral
Olivia & Grace
Proposal sent
May 1, 2027 · The Palmetto House garden · Charleston, SC · 90 guests · florals budget $3,500
Inquiry
“Our planner Claire recommended you. Can you send your spring menu?”
olivia@example.com · (843) 555-0204 · No Suite account — do not ask them to sign up
Move the record
Next: Follow up if they haven’t replied
Proposal on the client link
Spring garden — ceremony & tables
$3,400
Internal notes
Claire has the PDF too.
Activity
- Spring garden proposal sent ($3,400). Not e-signed — they review it on the client link or with Claire.
- Planner referral from Claire Morgan.