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Report: Mgmt: Daily Summary
 
 
Completed By User (Yesterday) ^- Top
Users: DAVE,THOMAS,KARIN,MATTHEW,HELEN,NANCY,JUANITA,JULIE
  Calls (In and Out) Emails (Sent only) Appointments
DAVE 50    
THOMAS 14   1
KARIN 10    
MATTHEW 32   2
HELEN 13    
NANCY 10    
JUANITA 27    
JULIE      

Result Code Summary - Calls (Yesterday) ^- Top
Users: DAVE,THOMAS,KARIN,MATTHEW,HELEN,NANCY,JUANITA,JULIE
Users
Group:DAVETHOMASKARINMATTHEWHELEN
EMA2 (4.0%)--------
FAX7 (14.0%)--------
FU----------
HAP2 (4.0%)------1 (7.6%)
INP6 (12.0%)1 (7.1%)------
LM5 (10.0%)3 (21.4%)----2 (15.3%)
LND----------
NA12 (24.0%)5 (35.7%)----1 (7.6%)
NI----------
NO5 (10.0%)1 (7.1%)------
OBT--------5 (38.4%)
ORD3 (6.0%)--------
PRI----1 (10.0%)----
SA--1 (7.1%)------
SE--3 (21.4%)4 (40.0%)----
SEN----------
SPK6 (12.0%)------4 (30.7%)
VIS----1 (10.0%)----
[NULL]2 (4.0%)--4 (40.0%)32 (100.0%)--
Users
Group:NANCYJUANITAJULIEallusers
EMA------2 (1.2%)n/a
FAX------7 (4.4%)n/a
FU--2 (7.4%)--2 (1.2%)n/a
HAP------3 (1.9%)n/a
INP--2 (7.4%)--9 (5.7%)n/a
LM--6 (22.2%)--16 (10.2%)n/a
LND--1 (3.7%)--1 (0.6%)n/a
NA--1 (3.7%)--19 (12.1%)n/a
NI--1 (3.7%)--1 (0.6%)n/a
NO------6 (3.8%)n/a
OBT------5 (3.2%)n/a
ORD------3 (1.9%)n/a
PRI------1 (0.6%)n/a
SA------1 (0.6%)n/a
SE--2 (7.4%)--9 (5.7%)n/a
SEN--1 (3.7%)--1 (0.6%)n/a
SPK--7 (25.9%)--17 (10.8%)n/a
VIS------1 (0.6%)n/a
[NULL]10 (100.0%)4 (14.8%)--52 (33.3%)n/a

Calendar By User (Today) ^- Top
Users: DAVE,THOMAS,KARIN,MATTHEW,HELEN,NANCY,JUANITA,JULIE
Date Time Actv Type Company Ref

DAVE

05/14/2007 07:30 AM Call Back CHESAPEAKE MEDICAL STAFFING (FELICIA COONEY) COLD CALL
Notes: 5/10-RECEPT GAVE ME CONTACT AND VERIFIED FAX

05/14/2007 12:00 PM Call Back C A LINDMAN INC (SELENE/KATHY) FU FAXED QUOTE

05/14/2007 12:30 PM Call Back CENTER FOR MANAGEMENT & TECHNOLOGY (JEANETTE) COLD CALL
Notes: 5/10-RECEPT SAID JEANETTE AT ANOTHER LOCATION THIS WK. PROB BE BK MON-

05/14/2007 1:00 PM Call Back CENTENNIAL MEDICAL GROUP (CENTENNIAL MEDICAL GROUP) COLD CALL

05/14/2007 1:30 PM Call Back CARESOURCE (JERRY) COLD CALL

05/14/2007 2:00 PM Call Back CARE REHAB (KAREN FARINETTI) COLD CALL
Notes: 5/9-RECEPT GAVE ME CONTACT 5/11-RECEPT SAID KAREN OFF ON FRI'S-CB MON

05/14/2007 2:30 PM Call Back Arundel Direct Mailing (Icey) NEED TO ORDER TO COMPARE?
Notes: 3/1-ICEY SAID MITCH HAS NOT HAD HER ORDER ANYTHING LATELY. SHE ASKED ME TO CALL HER 2 WKS. W/BE MY LAST CALL 3/14-ICEY SAID THEY STILL HAVE A $700 CREDIT W/QUILL. THEY OVERCHGD THEM FOR RIBBONS. MY LAST CALL W/BE IN 2 MOS. SHE TOLD ME W/C AND STILL HAS QUOTE BUT DEF WANTS TO FINISH USING QUILL CREDIT.

05/14/2007 3:00 PM Call Back CARNEY & LONGLEY LLC (BARBARA) COLD CALL

05/14/2007 3:30 PM Call Back CENTER FOR SURGICAL DERMATOLOGY (SHERRY) COLD CALL
Notes: 5/10-RECEPT SAID SHERRY NOT IN TODAY AND CLOSED ON FRI'S. CALL MON-

05/14/2007 4:00 PM Call Back CHESAPEAKE DESIGN GROUP (STACEY BUTLER) COLD CALL
Notes: 5/10-NANCY SAID STACEY BUTLER IS CONTACT AND SHE IS OUT OF OFF. TIL FRI-5/11-STACEY SAID NANCY ORDERS SUPPLIES AND SHE OFF TODAY-CB MON-SHE TOLD ME USING DEPOT-9 PEO INSIDE-

05/14/2007 08:00 AM Call Back BELTS DISTRIBUTING (NATALIE PAYNE) SEE IF PLACED 1ST ORDER ONLINE YET?
Notes: 5/7-NATALIE SAID HAS TO PLACE ORDER THIS WK BUT HAD BEEN SHORT HANDED AND W/WORKING W/CUSTOMS. SAID SHE IS GOING TO PLACE THAT ORDER W/US ONLINE AND W/C IF ANY PROBLEMS. I W/CK EA DAY TO SEE IF ORDERED. 5/8-NO ORDER YET-5/9-NO ORDER YET 5/10-NO ORDER YET 5/11-NO ORDER YET. IF NOT ORDERED TODAY,I W/C HER MON

05/14/2007 08:00 AM Call Back BUSINESS HEALTH SERVICES (STEPHANIE) DID SHE FAX ORDER FOR PRICING?

05/14/2007 08:30 AM Call Back STEWART PLANT & BLUMENTHAL (DEANNA) HOW IS MOM? HOW MUCH PAYING 162008?

05/14/2007 09:00 AM Call Back CATONSVILLE CAT CLINIC (NICOLE) COLD CALL
Notes: 5/9-RECEPT SAID NICOLE ONLY IN MON & SAT-

05/14/2007 09:30 AM Call Back A & R DEVELOPMENT (LAKINDRA HOPEWELL) HOW MUCH COPY NOW? LIST OF TONERS?
Notes: (LOOK AT LAST NOTES

05/14/2007 10:00 AM Call Back BRYCON CORPORATION (COLLEEN) FAX BK CKLISTS OR INVS?
Notes: 5/1-COLLEEN SAID W/OUT OF TOWN FRI AND MON AND IS CATCHING UP. OK TO FU NEXT WK 5/11-RECEPT SAID COLLEEN OUT TODAY-CB MON-

05/14/2007 10:30 AM Call Back CENTER FOR ADDICTION MEDICINE (CENTER FOR ADDICTION MEDICINE) COLD CALL

05/14/2007 11:00 AM Call Back S3 INTEGRATION (NATALIE) SEE IF STILL PAST DUE-CK W/CAROL


THOMAS

05/14/2007 Call Back NEMETSCHEK NORTH AMERICA (SUSAN FIDEL) Set Appointment
Notes: 4/13 KELLY AT THE FRONT DESK TOLD ME THAT SUSAN IS THE ONE BUT THAT SHE JUST MAKE A CHANGE AND IS HAPPY. KELLY DID NOT KNOW WHO THEY ARE USING. I WILL FOLLOW UP WITH SUSAN.

05/14/2007 Call Back iSKY (CHERYL BRADLEY) FAX BK ITEMS/INVS?
Notes: 4/25 I SPOKE WITH CHERYL AND SHE NEEDS SOMETHINF FOR TRADE SHOWS SO SHE WILL E-MAIL ME TOMORROW. PLUS SHE IS WAITING TO GET THE APPROVAL FOR IRON MOUNTAIN SO THAT SHE CAN ORDER BOXES. I AM SENDING HER OUR SALE CATALOGS FOR HER REFERENCE.4/25 ASK HER IF SHE NEEDS THE PIPE AND ... FOR THE TRADE SHOWS.4/26 I SPOKE WITH CHERYL AND SHE SAID THAT SUPPLIES IS NOT A PRIORITY THIS WEEK BUT NEXT WEEK. SHE WANTS TO GET A PROCESS IN PLACE FOR ORDERING AND ALSO COMPARE STAPLES WITH US. I AM SENDING HER OUR SERVICE FLYER AND A LETTER EXPLAINING HOW WE WORK.5/7 SPOKE TO CHERYL AND SHE IS STILL IN THE PROCESS OF FIGURING OUT HOW TO GET A HANDLE ON THIS. I TOLD HER TO FAX TO ME INVOICES AND THEN WE CAN GO FROM THERE.

05/14/2007 Call Back CENTRIC BUSINESS SYSTEMS (LORALEE SANDERSON) Set Appointment
Notes: 4/23 I STOPPED OUT AND FOUND OUT THAT THEY USED TO BE MY CLIENT CALLED COPYWORLD OF Boston WHEN I WAS WITH ADP. I WILL CALL FOR A CONTACT THAT I HAVE THERE NAMED LORALEE.4/24 I VOICE MAILED LORALEA AND SHE RESPONED BY EMAIL ASKING FOR WHAT WE DO SO THAT SHE CAN SEND ME TO THE CORRECT PERSON IN THE COMPANY. YEAH...5/7 Still chasing for the correct contact.5/10 sent an e-mail since she never picks up her phone.

05/14/2007 Call Back PARRIS CASTORO (KAREN WALKER) MY INTRO
Notes: 3/16 LVM4/26 SHE WAS GONE FOR THE DAY AND RECEP DID NOT KNOW HER EMAIL ADDRESS.5/9/07 VM PICKED UP.5/10 VM CAME ON SO I HIT ZERO FOR THE OPERATOR. THEN THEY PUT ME INTO VM SO I LEFT A VM

05/14/2007 Call Back MCCORMICK AND COMPANY (TODD EVANS) MY INTRO
Notes: 3/28 CALLED FOR TODD LAST WEEK AND AGAIN THIS WEEK ALONG WITH AN E-MAIL SO I WILL HAVE FRED CHECK AND SEE WHEN IS BEST FOR ME TO CONTACT HIM AS HE MUST BE BUSY.

05/14/2007 Call Back BMW OF TOWSON (MARK COHEN) ORDERED
Notes: 4/23 REVIEW QUOTE WITH MELISSA AND MAYBE JOHN ALSO. ASK FOR FIRST ORDER.4/23 I MEET WITH MELISSA AND SHE SAW THAT ALL WAS GOOD WITH PRICE. sHE WILL GIVE TO JOHN AND GO FROM THERE.4/25 I CALLED MELISSA AND SHE TOLD ME THAT JOHN HAD THE STUFF BUT HAD NOT MADE A DECISION. SHE HAD TO PLACE AN ORDER WITH STAPLES YESTERDAY. I WILL E-MAIL HER OR JOHN.5/7 Melissa tried to get a hold of John and shw came to to tell me that John is not going to change so I would like to contact Mark Cohen the owner to see what he thinks.

05/14/2007 Call Back INFORMS (MARIA STAAB) FU QUOTE
Notes: 3/21 Maria's vm came on so I will sent an e-mail.3/23 HER VOICE MAIL CAME ON AGAIN SO I LEFT A VM. SHE WORKS 11-7.4/2 Her vm came on again so I am sending another e-mail.5/9 TELEPHONE TAG

05/14/2007 Call Back ADVANCED PROGRAMS, INC. (NANCY MCQUIDE) Set Appointment
Notes: 4/13 MARK FIGLEY WAS NOT AVAILABLE BUT JEAN SMITH AT THE FRONT DESK TOLD ME THAT MY OTHER CONTACT THAT I NEW FROM BEFORE, NANCY QUIDE, WOULD BE THE ONE FOR SUPPLIES. SHE WAS NOT AVAILABLE SO I LEFT PEN AND CARD WITH JEAN. I WILL FOLLOW UP ON MONDAY.4/25 I HAVE CALLED NUMEROUS TIMES AND HER VOICE MAIL COMES ON. TODAY I LEFT ANOTHER MESSAGE AND I SENT AN E-MAIL.5/11 NOT AVAILABLE SO I WILL CALL ON MONDAY

05/14/2007 Call Back BOPAT ELECTRIC COMPANY (DONNA YONKER) FU 1ST ORDER
Notes: 4/13 I STOPPED OUT AND TALKED WITH DONNA AND JOAN AND GOT THEIR INVOICES. THEY WERE VERY RECEPTIVE AND REMEMBERED ME AND ADP.4/19 I CALLED DONNA BUT TODAY IS NOT A GOOD DAY TO STOP OUT BECUASE HER COMPUTER CRASHED. I TOLD HER THAT I WOULD CALL HER TOMORROW AND MAYBE STOP OUT THEN.4/24 SHE WAS GLAD TO RECEIVE THE QUOTE AN WILL BE ORDERING IN A WEEK OR SO. I WILL F/U UNTIL 1ST ORDER IS PLACED.5/7 ist order was placed on Friday the 4th, yeah...Stop out to drop welcome kit. Joan answered and Donna is on vacation till next week so call on Monday to see when is good to stop out.

05/14/2007 Call Back ACER EXHIBITS & EVENTS (KATHLEEN KING) Set Appointment
Notes: 5/10 SPOKE WITH MOLLY AND SHE TOLD ME THAT KATHLEEN IS MY CONTAQCT SO I WILL CALL HER TOMORROW.5/11 LVM AND SENT EMAIL

05/14/2007 Call Back UNITED SOURCE ONE (TERRI VANDERZCE) Set Appointment
Notes: 5/10 MET MICHAEL THE OWNER AND MARCIA THE EXPORT COORDINATOR TOLD ME TO CONTACT TERRI SINCE SHE IS THE ONE THAT HANDLES SUPPLIES. TERRI IS ON VACATION TILL MONDAY SO I WILL CALL MONDAY.

05/14/2007 Call Back SIMONE REAL ESTATE (MICHAEL REJMANIAK) FAX BK ITEMS/INVS?
Notes: 3/30 MICHAEL AND I MET AND HE WILL GET ME INTO SIMONE AND HE WILL THINK OF ME WITH HIS CLIENTS.5/7 I spoke with Mike and he will get to me some of the items to be prices. He will send it by e-mail.

05/14/2007 10:00 AM Appointment DR. PASCALE DUROSEAU (SHELIS GREEN) Meet & Qualify
Notes: 5/11 I SPOKE WITH SHEILA AND APPT. SET FOR 5/14-MONDAY AT 10 AM.

05/14/2007 1:30 PM Appointment MARITIME APPLIED PHYSICS CORP. (AVONETTE BLANDING) QUOTE
Notes: 5/7 I SPOKE WITH AVONETTE AND SET APPT. 5/14 AT 1:30 PM. SHE WILL FAX INVOICES SO THAT OUR FIRST MEETING WE CAN REVIEW IT.

05/14/2007 4:00 PM Call Back JERRY PRESTON HAULING (BRENDA DOEBLER) Set Appointment
Notes: 4/26 BRENDA ANSWERED BUT WAS SWAMPED DUE TO GOING AWAY THIS WEEKEND. SHE SAID FOR ME TO CALL HER BACK NEXT THURSDAY 5/3 BUT I TRAVELING SO I WILL CALL HER ON MONDAY 5/7


KARIN

05/14/2007 Call Back REMAX AMERICAN DREAM (AMY / LAUREN) APPOINTMENT
Notes: 5/8-MET with Amy to introduce myself to her as her personal account office supply manager - to fu next week to see if she needs to order for the timonium office

05/14/2007 Call Back VON PARIS LOCATION 001 (KATHY CLIFFORD) ORDERED
Notes: 5/10-spoke with Kathy today and we got an order put together for her headsets! She was soo excited - this writer to stop out and visit her next week to see how they are working.

05/14/2007 Call Back MBTS - MD BOOKKEEPING & TAX SERVICES (LISA IMM) COLD CALL
Notes: 5/10-stopped in to cold call MBTS after my appt with Livingston Financial - got a card to fu in a few days 5/10- also sent email to a person on the card at the front desk trying to get pointed in the right direction!!!

05/14/2007 10:15 AM Call Back NEW BRIDGE WIRELESS (MARY RICHERT) COLD CALL
Notes: 5/10-Mark referred me to Mary today - she was a cold call for him. I left her a message and she called me back and said I could stop out monday to meet with her - to do that on monday


MATTHEW

05/14/2007 09:00 AM Call Back Titan National Mortgage (Kirsten Owens) COLD CALL
Notes: 3/27-Left a message for her this afternoon about bidding on supplies4/9-Left message4/23-Left a vm message5/2-Left a message5/7-Left a voicemail message5/7-left message again5/9-Had an appt with Kirsten5/11-Was supposseed to fax over some items after hours last night and am making sure she did have to check with Stella first however5/11-We recieved a list of items from Kirsten today and I will followup on Monday

05/14/2007 09:48 AM Call Back Advance Reality (June Piper Brandon) APPOINTMENT
Notes: 5/9-Had an appt with June follow up today

05/14/2007 10:00 AM Call Back Remax advantage reality (Cindy France) COLD CALL
Notes: 5/2-Left a message with Cindy who I was reffered to by Donna Moffett in the same office she is in charge of 35/4-left Cindy a message5/7-Not in office left a message5/11-Not in the office left a vm

05/14/2007 10:35 AM Call Back Carroll County Waste Services (Bob Leatherwood) COLD CALL
Notes: 5/7-Left messages for Bob and his offices am going to try again tommarow as the offices are closed5/11-Bob was not in the office however I did leave a message with the receiptionast

05/14/2007 10:45 AM Call Back Raffa (Beverly Brown) COLD CALL
Notes: 3/30-made call to them was on hold forver try back4/9-Left a message with them4/27-Left Message5/3-Left VM5/11-Left VM will try again on Monday

05/14/2007 10:45 AM Call Back East Coast Title (Paula Favaro) COLD CALL
Notes: 4/27-Asked to call back monday from ashley deal5/3-Talked to Paula and emailed her a contact sheet asking her to email me back items they use5/9-Doing s proposal now will touch base Friday

05/14/2007 11:30 AM Call Back Hutchinsons Flowers (Sue) COLD CALL
Notes: 2/16-Call Sue back after Valentines day2/26-Talked with her and am going to drop off some information this afternoon2/28-Called to confirm info was recieved and will touch base next week3/14-Waiting to talk to sue already dropped off a catalog3/14-try again3/20-Still not available try again4/25-Left a message with Donna to give to Sue5/11-Talked to sue she asked me to send her a email through my personal email address because my work email wont work

05/14/2007 11:45 AM Call Back Aspen Title (Leslie Lutz) COLD CALL
Notes: 5/3-Waiting on fax from her and aspen followup in a day or so5/7-Left a voicemail with leslie5/10-Meeting with Leslie5/14-Will followup with her on Monday after recieving invoices

05/14/2007 1:15 PM Call Back Special Olympics of Md (JAN VARNEY) spoke with contact
Notes: 5/3-Will contact Jan after speaking with DAVE - to send email5/3-Spoke with Jan am going to email her a quote and touch base with her after the 14th of this month5/7-Talked with Jan who is going to check the fax machine to see if the proposal was completed.5/11-Left a message with Jan about the fax that I sent over the other day to see if it was recieved

05/14/2007 1:30 PM Call Back Lakeside Title (Sara Covey) COLD CALL
Notes: 5/3-Made a call to Sara who is Yvonnes assistant over at Lakeside sent her an email she is going to get back to me with a list5/7-Meeting with them this afternoon5/11-Yvonne is waiting on the invoices to be aent over from the old furniture company

05/14/2007 1:30 PM Call Back Armory Trust Services (Dalton Davlin) COLD CALL
Notes: 4/25-Dalton asked me to call4/30-Anne Marie is in charge of the items she comes back on the 7th5/7-Called and talked to Anne Marie she just returned from the office and asked me to give her a call on Wed to set something up on Thursday5/11-Sent an email to her asking for the items to be sent over to me via fax on monday

05/14/2007 1:30 PM Call Back TAI Sophia Institute (Hunter Thompson) COLD CALL
Notes: 5/7-Left Hunter a message I was reffered to her from Michelle Gellis5/11-Left a message for Hunter

05/14/2007 1:30 PM Call Back Pat Hiban Real Estate Group (FRANK/LISA O'NEILL) COLD CALL
Notes: 5/7-Left message with Lisa who I was reffered to by Lisa Oneil5/11-Left a message withh Lisa

05/14/2007 1:45 PM Call Back Five Star Motgage (Joe Downey) COLD CALL
Notes: 4/25-Met at small companies event in Columbia and asked me to call about doing a bid proposal for his company4/25-left vm4/27-Left message with assistant5/1-Talked with Joe who is suppossed to send me a list in email format5/3-Talked to him today and is going to email me after a meeting5/4-left a messaage with keith5/9-Emailed bak and forth with Keith finally am going to follow up tomarrow5/7-Talked to Keith and I am sending him an email this afternoon to try and get a price proposal sent back over5/11-left a message with Joe after responding to his email

05/14/2007 2:00 PM Call Back Rescue One (Andrew Canterna) COLD CALL
Notes: 4/27-left a message with andrew5/3-Scheduling via email to meet next wed5/9-Had a meeting with Andy on Wed5/11-Talked with him today and he is suppposed to give me a call back on Monday or vice versa if I dont hear from him

05/14/2007 2:15 PM Call Back TJI Entrepreneurial (Doug Howard) COLD CALL
Notes: 4/27-Made a call returning dougs email schedule followup for monday5/3-Waiting to hear back from Doug5/4-Meeting with Doug and am doing a proposal today5/11-Sent Robin over the username and paasword via my personal email to have her log on to order was told to followup Monmday afternoon

05/14/2007 3:00 PM Call Back Minuteman Press Columbia (Tyrone) COLD CALL
Notes: 4/25-Know from BNI trying to get business4/27-Was asked to call Larry who is owner at 41099733364/30-Did a proposal will give to Tyrone on Wed5/11-Talked with Tyrone larry is out of the office all day but is back next week

05/14/2007 3:00 PM Call Back American Community Management (Hazel Wilkinson) COLD CALL
Notes: 4/27-was asked to fax over information to Hazel on Monday5/2-Left a message with Hazel5/11-Left another message with Hazel who was out on properties today

05/14/2007 3:34 PM Call Back Advance Reality (June Piper Brandon) COLD CALL
Notes: 5/9-Doing a pricing proposal now will follow up in 2 days

05/14/2007 3:45 PM Call Back Change Inc (Rick Glaser) Confirm Appointment
Notes: 5/7-Talked with Rick who is expecting an email from me this afternoon will followup with him this Tuesday5/10-Resent Rick the email after speaking with him today am scheduled to meet with him tomarrow5/11-We recieved a list of items to do a proposal and we are going to followup on Monday

05/14/2007 3:45 PM Call Back BELFORT INSTRUMENT (DEBRA) COLD CALL
Notes: 5/7-Left a message for Debra who I was told tocall from Cindy in the office who I was reffered to from Sharon Grimshaw5/11-left message with Debra who Sharon Reffered me too

05/14/2007 3:45 PM Call Back CTGroup Environmental (Nicole Svejda) COLD CALL
Notes: 2/28-Met at a networking group trying to get a proposal sent Nicole asked me to call3/7-Talked and thought catalog pricing was better explained and is faxing over old invoices3/12-Dropping off a proposal today3/19-Diana is using us when placing their next order3/30-waiting on order4/25-Made call still havnt placed a new order yet5/11-no answer wil try on monday

05/14/2007 3:45 PM Call Back Sykesville Fie Department (Tom White) COLD CALL
Notes: 3/30-Talk to Scott 4107810404 scott spratt4/25-Talked to Scott is going to meet with me next week5/11-Have a meeting at the firehouse on Monday at 430 in the afternoon5/11-Also sending over an email from my personal email address because our email service has yet to go to comcast addresses my contact info to get a proposal for our meeting monday


HELEN

05/14/2007 Call Back CLOSE CALL AMERICA (SHANNA BRITTON) PROSPECT CALLED

05/14/2007 09:00 AM Call Back ST JOHN'S COLLEGE (PAT BURKHARDT) MAINTAIN
Notes: 5/10-NOT AVAILABLE.

05/14/2007 09:00 AM Call Back FIRST FINANCIAL RESOURCES (RUTH) MAINTAIN
Notes: 2/28-OUT OFFICE.3/14-VERY PLEASED WITHEXPRESSWAY.

05/14/2007 09:15 AM Call Back ARBUTUS REFRIGERATION (HEATHER/MELANIE) MAINTAIN
Notes: 2/26-HEATHER OFF.WILL F/U.3/14-SPOKETO HEATHER.STILL EXTREMELY PLEASEDWITH EXPRESSWAY.

05/14/2007 09:30 AM Call Back STANDARD PLUMBING LLC (JEAN WALLEY) APPOINTMENT
Notes: 4/27-SPOKE TO JEAN.HAVE APPT.5/1-JEANNEEDED TO RESCHEDULE.WILL CALL ME TO-MORROW.5/9-HAVE NOT HEARD BACK FROM JEAN.CALLED, LEFT MESSAGE.5/10-SPOKE TO JEAN MADE AN APPT.TOOK ORDER FROM HER FOR SUPPLIES.

05/14/2007 09:45 AM Call Back MARYLAND MUNICIPAL LEAGUE (WENDY POWERS) COLD CALL
Notes: 5/11-OBTAINED WENDY'S CARD.

05/14/2007 10:00 AM Call Back INTEGRATED FUNDING SOLUTIONS (ERIC) MAINTAIN
Notes: 5/9-BRAD HAS RETURNED.LET HIM KNOW ABOUTPAPER INCREASE.WILL STOP BY AND SEE HIM NEXT WEEK.

05/14/2007 10:00 AM Call Back PLASTIC&RECONSTRUCTIVE SURGERY OF ANNAPO (SUE) GET QUOTE FROM PENNY
Notes: 3/5/07-SPOKE TO SUE.SAID SHE WILL E-MAIL LIST OF ITEMS FOR PRICING.3/14-OUT FOR DAY,LEFT VM.3/26-UNAVAILABLE.5/10-SUE SAID HAPPY WITH STAPLES REWARD.TOLD HER WE COULD MATCH OR BEAT THEIR PRICING.LET ME SPEAK TO CHRISTY.RECEIVED A LIST OF ITEMS TO BE PRICED.

05/14/2007 10:00 AM Call Back BENEFITS ADM CORP INC (LYNN WAGNER/SANDY M) MAINTAIN
Notes: 3/14-SPOKE TO LYNN.EVERYTHING FINE W/OUR SERVICES.

05/14/2007 10:00 AM Call Back EXIT REALTY GROUP (BILL SWEENEY) COLD CALL
Notes: 5/11-OBTAINED BILL'S CARD.

05/14/2007 10:00 AM Call Back CHESAPEAKE CARDIAC CARE PA (PAT STANLEY) MAINTAIN
Notes: 5/10-NO ANSWER.

05/14/2007 1:00 PM Call Back TOAL,GRIFFITH,&AYERS (ELAINE WARD) APPOINTMENT
Notes: 5/11-OBTAINED CARD.SPOKEN TO ELAINE PRIOR TO TAX SEASON.TOLD TO CALL AFTER.IN TOUCH WITH ELAINE TODAY.MADE APPT. TO SPEAK ABOUT OFFICE SUPPLIES.

05/14/2007 1:30 PM Call Back MONUMENTAL SUPPLY CO INC (MICHELLE) MAINTAIN
Notes: 3/14-JESSICA STARTING TOMORROW.NEED TIME TO ADJUST.WILL INTRO MYSELF TO HER IN TWO MONTHS.MICHELLE HAPPY WITH EVERYTHING.

05/14/2007 2:00 PM Call Back GREATER ANNAP VET HOSP (LISA) MAINTAIN
Notes: 3/14-BUSY WILL CALL BACK.3/26-BUSY.4/27-PATTY NOT IN LEFT VM.5/11-LISA NOT IN THEOFFICE TODAY.STILL ORDERING FROM OUR CO.

05/14/2007 2:30 PM Call Back CENTER FOR ADVANCED DENTISTRY (RENEE DJAWDAN) COLD CALL
Notes: 5/11-OBTAINED CARD.

05/14/2007 2:30 PM Call Back WHITMORE GROUP (VAILARY MAYS) REACTIVATE
Notes: 5/11-OBTAINED CARD.DID NOT KNOW IT WAS A DEAD ACCOUNT.WILL TRY TO REACT.

05/14/2007 3:00 PM Call Back AMERNICK EYE CARE (DEBBIE FALLS) FU QUOTE
Notes: 4/9-MET W/DEBBIE.WILL E-MAIL ME LIST OF ITEMS TO PRICE.4/18-CALLED DEBBIE, ASKED FOR LIST.4/19-RECEIVED LIST FROM DEBBIE.WAITING FOR QUOTE4/27-RECEIVED QUOTE.5/2-NOT AVAILABLE.5/9-EXTREMELY BUSY, WILL GET BACK TO ME.

05/14/2007 3:00 PM Call Back SETTLEMENT EXPRESS, LLC (KIMBERLY S. JOHNSON) COLD CALL
Notes: 5/11-OBTAINED CARD.

05/14/2007 3:00 PM Call Back SALES FORCE ONE (ROSEANN) CALL FOR APPOINTMENT
Notes: 5/2-ROSEANN OUT SICK.5/9-INFORMED HER OF MARK SUGGESTIONS IN REGUARD TO THE FURNITURE.BOSS WOULD LIKE CAT-ALOGS PRIOR TO A MEETING WITH MARK AND MYSELF.5/10-DROPPED OF CATALOG TO ROSEANN, HAD IMPROMPTU MEETING WITH THE OWNER ABOUT HIS FURNITURE NEEDS.WILL MAKE AN APPT.WITH MARK, THE OWNER AND MYSELF TO TRY TO ACCOMODATE HIS FURNITURE NEEDS.

05/14/2007 3:00 PM Call Back PHYSICAL MEDICINE/PAIN (JACKIE AND SANDY) MAINTAIN
Notes: 3/14-SANDY NOT IN.SPOKE TO JACKIE.VERYSATISFIED WITH SERVICE.JENNIFER TO TAKE OVER THE ORDERING.

05/14/2007 3:00 PM Call Back VIGIL CONTRACTING (AL) NEED TO ORDER?
Notes: 3/14-AL PLACED FIRST ORDER.3/15-DROP-PED OFF THANK YOU PACKAGE.VERY PLEASED WITH FIRST ORDER.4/18-NO NEEDS AT THIS TIME.WILL CALL FOR FUTURE ORDERS.


NANCY

05/14/2007 10:15 AM Next action CORPORATE PRINTING SOLUTIONS (KATHI) FOLLOW-UP ON VISIT


JUANITA

05/14/2007 Call Back ZUST BACHMEIER (ROBIN) CK IN

05/14/2007 08:44 AM Call Back My Girlfriends Kitchen (Denise MsKissock) Follow up
Notes: Sp w/ Denise She goes to store and is interested in saving money. I can CB next Monday to sched appt

05/14/2007 09:00 AM Call Back NURSING & HEALTH SVC TRAINING (TANEKA DRAKE) COLD CALL

05/14/2007 11:15 AM Call Back MATTHEWERHORN FINANCIAL SERVICES INC (JODY) MY INTRO
Notes: Stop by after appt www/ Debby @ F.F&SNot in I will try again tomorrow5/11 Left for the day CB Mon

05/14/2007 11:30 AM Call Back MERRY MAIDS (SHEILA) Sent e mail
Notes: Stopped in no onr there left card try by phoneSpoke w/ lady who answered phone she gave me generic MB info to send my info to,

05/14/2007 11:30 AM Call Back Maricom Systems (Amanda Johnson) CK IN
Notes: Amanda called and asked me to send an e mail to Eve Lamb. She gave me her e mail address.Sent e mail w/ Benies letter to Eve

05/14/2007 12:00 PM Call Back Marcor Environmental (Marcor Environmental) COLD CALL
Notes: Guys in the back know know HarryI was put on hold and no one returned. I will stop by.

05/14/2007 1:30 PM Call Back Kallina & Assoc (Rob) APPOINTMENT
Notes: Spoke w/ nice recept Gave me Robs name to call next week.I spoke w/ Rob and he was asking our prices on Copy Paper. I told him we could give him our lowest price if wee could get his supplies as well. he said he would talk to the accounting person and i should cb FridaySpoke w/ Rob and he would like me to stop by Monday PM with large catalog so they can see what we offer than he will do Cost Ana.

05/14/2007 3:00 PM Call Back E MORTGAGE SOLUTIONS (E MORTGAGE SOLUTIONS) spoke with contact
Notes: Did not LM CB 2 weeksSpoke w/ Jeannie she wants me to call next week so i can do price comparrison

05/14/2007 3:00 PM Call Back Shrine of the Sacred Heart School (Linda Brass) ORDERED
Notes: Send info then call 2 weeksSent 4/18/07Spoke w/ Linda she did not get mailing so I will e mail. Also said ZI called her at a good time. She is dissatisfied w/ cur supplier.Sent e mail w/ Beneies letter and sample cost analyst5/9/07 330 Called to see if she received and she said no. I asked her to check her Junk Mail folder and sent it again.Met w/ Linda but she was very busy. Not happy w/5/11 Called and she said she needed to place an order and would call me back.Received order 5/11

05/14/2007 3:00 PM Call Back SPINE & SPORTS REHAB CENTER (SANDY) COLD CALL
Notes: Sandy no longer there. Met w/ Josh owner. he said I could cb 3 weeks to see if repl and/or want to price compareCalled 5/11 He is in belair office today and busy. i shoulc CB after 3:00 on Monday. Two locations!

05/14/2007 3:15 PM Call Back THE A E BRODHURST CORP (DAVID BEAVER) COLD CALL
Notes: Old prospect @ manpwr


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