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Morgan Price

Accounts

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Maple Street Bakery

Details

Owner
Morgan Price
Status
Account type
Customer
Industry
Restaurant & Food
Lead source
Referral
Primary contact
Dana Brooks
Parent account
Phone
(555) 555-0101
Website
maplestreetbakery.example.com

Shipping address

Street
100 Maple St
City
Columbus
State
Ohio
ZIP
43215
Country
US

Billing address

Billing contact
Luis Ortega
Street
100 Maple St
City
Columbus
State
Ohio
ZIP
43215
Country
US

Deals

Bakery chat assistantWonSep 10, 2026

People

Dana BrooksOwner—
Luis OrtegaBookkeeper—

Meetings

Last 12 months
10Oct · 0 meetingsOctNov · 0 meetingsNovDec · 0 meetingsDecJan · 0 meetingsJanFeb · 0 meetingsFebMar · 0 meetingsMarApr · 0 meetingsAprMay · 0 meetingsMayJun · 0 meetingsJunJul · 0 meetingsJulAug · 0 meetingsAugSep · 1 meetingSep · 1 meetingSep

Files

No files yet.

Agreements

PDF
maple-street-support-agreement.pdf
Latest · Chat assistant support plan · $300.00 / month · Starts Oct 1, 2026
RenewalSep 30, 2027

Tasks

No tasks yet.

Notes

No notes yet.

Activity

  1. Reply · Re: September order notes
    Morgan Price · Sep 21, 2026
  2. Email · September order notes
    Morgan Price · Sep 10, 2026
  3. Meeting · In person · Sep 3, 2026
    Walked through the order chat flow with Dana.
    Dana BrooksBakery chat assistant
    Morgan Price · Sep 3, 2026
  4. Email · August tasting follow-up
    Morgan Price · Aug 14, 2026

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