📞 CRM Dashboard
Dashboard
Companies
Add Company
Call Queue
Callbacks
Appointments
Google Leads
AI Emailer
AI Leads
AI Enrichment
Planwise Financial Services Ltd
ID 74802 · Last contact: 0000-00-00 · Status:
Not contacted
📞 Call Now
Edit
🔍 AI Enrich This Company
Back to list
Company Info
Contact
Telephone
01383223136
Alt phone
-
Email
Website
Postcode
KY127NH
Address
22 Maygate,, Dunfermline Ky12 7Nh
Decision makers
Profit
0.00
🧠 AI Enriched Contacts
No enriched contacts yet. Use "AI Enrich This Company" to search.
Call Log / Outcome
Call outcome
Not contacted
No answer
Gatekeeper
Decision maker reached
Not interested
Call back
Appointment booked
Wrong number
Contact name
Callback date
Callback time
Email address
Decision makers
Appointment outcome
Notes
1.12.11 - *Use Max Horne In East Port Financial Advisors* Was Going To Take Apt But Only Her And Less Thatn £40 For Running Costs. 31.10.13 – 18.5.17 Lesley Sockell (Dir) – Ref Morgans/W S Bruce/Canvas /Roddy”¦Prory Acc Left Msg For Call Back”¦.. Call Back To Call Back After 2P.M”¦”¦ Tail End ”¦..Last Year”¦.£30”¦..£65”¦ Notes Date Time Type Call Comments By 18.05.17 14.55 1St Apt Lesley Has Her Own Printer And In Last 6 Months Reckons Spent £400 On Cartridges (Uses Colour Also) – She’S Free To See You 25/5 @ 1.30/2 Nw 29.5.17 - Planwise 19.6.2017 10.30Am R/R
💾 Save call
Back