📞 CRM Dashboard
Dashboard
Companies
Add Company
Call Queue
Callbacks
Appointments
Google Leads
AI Emailer
AI Leads
AI Enrichment
Robertson & Donald Financial Planners
ID 75491 · Last contact: 0000-00-00 · Status:
Not contacted
📞 Call Now
Edit
🔍 AI Enrich This Company
Back to list
Company Info
Contact
Telephone
01382817219
Alt phone
-
Email
Website
Postcode
DD23QQ
Address
Suite G17 Faraday Business Centre,
34 Faraday Street,, Dundee, Dd2 3Qq
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
14.07.14 – Ref 4M/Ross Strachan Linda Donald – See If Free At 10 On 22/7 Spoke To Linda But Just New Deal 3 Years With One Office Dundee 4.12.15 – Graeme Already Been In With A Quote 2 Months Ago 08.09.16 – Use Alison Bruce Property Management Cust In Centre Back 4.30”¦.Spoke With Linda Just Renewed Another 2 Yeasr With Once Office 6.8.19- Try Paul Donald ”¦..One Office”¦”¦3 Years”¦”¦ Notes Date Time Type Call Comments By 6.8.19 11.59 1St Apt Same Business Centre As Cust Alison Bruce Property Management – Linda Has Main Mfd Now Out Of Contract With One Office (Expired July) No Harm Looking At Costs And Can See You At 1 On Fri Nw 14.8.19-,Robertson Know Tuesday ,Will Know End Of Week For Gas Utility
💾 Save call
Back