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Report: Sales: Monthly Summary
 
 
User: KARIN
Completed By User (Last Month) ^- Top
Users: KARIN
  Calls (In and Out) Emails (Sent only) Appointments
KARIN 50    

Activity By Month (Prior 3 Months) ^- Top
Users: KARIN

Group Sales YTD (Last Month) ^- Top
Users: KARIN
Group Sales By User (in 1000s)
Users
Group:KARINtotal[n/a][n/a][n/a]
Supplies253.5253.5n/an/an/a
Break Room76.676.6n/an/an/a
Jan/San15.315.3n/an/an/a
Data/IT65.265.2n/an/an/a
Paper117.3117.3n/an/an/a
Prt/Custom0.60.6n/an/an/a
Wholesale Furn24.724.7n/an/an/a
Install0.10.1n/an/an/a
Contract Furn11.911.9n/an/an/a

Top 3 Salesperson(s) By Sales Group (in 1000s)
Sales GroupAmountUser
Supplies
1: 253.5KARIN
Break Room
1: 76.6KARIN
Jan/San
1: 15.3KARIN
Data/IT
1: 65.2KARIN
Paper
1: 117.3KARIN
Prt/Custom
1: 0.6KARIN
Wholesale Furn
1: 24.7KARIN
Install
1: 0.1KARIN
Contract Furn
1: 11.9KARIN

Monthly Sales By User (Prior 3 Months) ^- Top
Users: KARIN
User: 2/2007 3/2007 4/2007 Total: Projected Annual Sales:
KARIN $270,157.44 $251,636.52 $264,633.04 $786,426.99 $3,145,707.96

Neglected Accounts - Mixed Activities: C, CI, CM, CO, CC, A, MO (Prior 45 Days) ^- Top
Users: KARIN
Company - Contact:
 Phone / Address:
KARIN

A+ CARPET - RENITA (6285):
 (410)418-9888
9110 RED BRANCH RD
STE P
COLUMBIA, MD

OAK CONTRACTING - KIM SHETTLE (6365):
 (410)828-1000
1000 CROMWELL BRIDGE ROAD
TOWSON, MD
2007-01-17 14:29 (KARIN): [Call Back]:
REF: APPOINTMENT (oc:KIM SHETTLE)
NOTES: 12/28-call to get appt
2006-12-28 12:26 (KARIN): [Call Back]:
REF: MY INTRO (oc:KIM SHETTLE)
NOTES: 12/6-LM with my intro - wanted to set up appt for next week to introduce myself - call again on monday to fu 12/13-spoke with her - she is very nice and very excited to speak with me - they started ordering again. To stop out next week! 12/23-stopped by to see Kim - dropped off gift to schedule lunch in 3 weeks

PREPAID LEGAL - JOHN KINNEY (7005):
 
10578 CROSS FOX LANE
COLUMBIA, MD
2007-03-01 16:11 (KARIN): [Call Back]:
REF: ORDERED (oc:John Kinney)
NOTES: 1/15-placed an order for 4 cartridges - this writer to deliver tomorrow 1/16- delivered and received payment - to send copy of invoice 2/7-called about getting stuff for his home gaming online business -waiting for items to price out for him - fu in 2 days 3/1-working on price quote for John to get to him by tomorrow - got pricing to him

COLUMBIA HEATING PRODUCTS - GARY AUSTIN (6796):
 (410)242-5300
1409 ROME ROAD
P.O.BOX 24202
Boston, MA

UNITED SORTATION SOLUTIONS - TAMARA SIERRA X114 (6769):
 (410)363-6345
55 NEW PLANT COURT
OWINGS MILLS, MD
2006-12-15 09:37 (KARIN): [Call Back]:
REF: GET QUOTE FROM PENNY (oc:TAMARA SIERRA X114)
NOTES: 11/16 - getting additiona items quoted by early next week - finally gave the official numbers to Penny - need to get the quote over to Tamara by Monday 11/28-emailed to see if whe reviewed the numbers on the items we quoted to her last week - get in touch early next week
2006-08-18 12:19 (KARIN): [Call Back]:
REF: Set Appointment (oc:ELLEN EISENBERG)
NOTES: 8/14 - appt set to meet with Ellen on Wed at 10am. To pitch using our services and get commitment from her. 8/16 - met with Ellen
2006-11-14 11:41 (KARIN): [Call Back]:
REF: CK IN (oc:TAMARA SIERRA)
NOTES: 9/18-to FU with Tamara soon - maybe send her some items to get her to be happy with us again. she is very dissastisfied at the moment 9/22-stopped by to see - not at the office - FU with a phone call tomorrow 10/2-sent email to Tamara - waiting for response 10/10-sent another email - will wait 3 days then call 10/16-emailed to FU 10/17-stopped in and got the order - FU in 3 weeks - appt set for Nov 7th - 11/14-got order and picked up a return to get back to her with additional pricing
2006-09-14 15:50 (KARIN): [Call Back]:
REF: SET UP ONLINE (oc:TAMARA SIERRA)
NOTES: 9/13-gave info to Stella to set her up online. to do that add favorites and then call her so she can place her first order.

Boston SUN -HUMAN RESOURCES - BILL SEAMAN (6747):
 (410)332-6631
501 N. CALVERT STREET
3RD FLOOR
Boston, MA

TECHSOURCE INC. - ALAN (6294):
 (410)358-7810
6122 REISTERSTOWN ROAD
T/A SCIENCE INSTRUMENTS
Boston, MA

MILLERS MINUTEMAN PRESS - LESTER MILLER (6963):
 (410)427-0190
1220-A EAST JOPPA ROAD
SUITE 102
TOWSON, MD

CDM RETIREMENT CONSULTANTS INC - KELLIE HINES (6745):
 (410)823-3788
300 EAST JOPPA ROAD
SUITE 210
TOWSON, MD

SINAI HOSPITAL OF Boston - JOAN SOLOMON (4751):
 (410)601-6340
2401 W. BELVEDERE AVENUE
DEPT OF MEDICINE STE 56
Boston, MA

MARYLAND INST. FOR EMPL AND - BRUCE WALGREN (6875):
 (410)290-9072
9801 BROKEN LAND PARKWAY
TRAINING PROF.
COLUMBIA, MD

EDISON WORLDWIDE - TAMMY ALESHIRE (6941):
 (800)385-7000
7000 SECURITY BLVD
Boston, MA
2007-03-14 16:46 (KARIN): [Call Back]:
REF: FU 1ST ORDER (oc:TAMMY ALESHIRE)
NOTES: 11/30-got first order today! 12/1-got her first order today - very happy with the welcome kit and everything else - to fu next week = said she would have a regular order next week 12/11-sent an email- wait for response - all was good! FU next week, 12/23-still has issues with ordering - didn't get an invoice last time and didn't know about back order - need to make sure she stays happy so we can keep her business - fu next week 1/3-sent follow up email to check in - waiting on response - stop by friday if don't hear from her. 1/17- attempted to reach Tammy unable to get through - need to send an email to at least check in! 1/29-emailed to check in - offered to drop off 2007 catalog 2/13-emailed again - fu in 1 week 3/14-sent an email to try and earn her business back

ZYSK PRINTING SERVICE INC. - CAROL ZYSK (6929):
 (410)882-8009
4425 FITCH AVENUE
SUITE 122
Boston, MA
2006-11-06 13:09 (KARIN): [Call Back]:
REF: ORDERED (oc:CAROL ZYSK)
NOTES: 11/1 - GOT FIRST ORDER TODAY - TO CALL TOMORROW TO FU 11/6 - called to see if everything was fine with her order - said it appears to be and she likes the candy. Told would check in in about 3 weeks
2006-11-01 16:06 (KARIN): [Call Back]:
REF: FAXED COST COMPARISON (oc:CAROL ZYSK)
NOTES: 9/19-faxed over check sheets -FU in 1 week 10/12-dropped off catalog for Brian - owner -to check in 2 weeks 10/24 - spoke with Kellie Zysk - the owner's wife - said they will be placing an order this week - FU next tuesday 10/31- accumulating a large order before placing one. 11/2-PLACED AN ORDER TODAY

MAYER & STEINBERG INC. - NANCY MCKEOWN (6804):
 (410)484-7000
104 CHURCH LANE
SUITE 300
PIKESVILLE, MD
2007-03-27 15:21 (KARIN): [Call Back]:
REF: CK IN (oc:TINA MILLER)
NOTES: 12/13-CHECK IN 12/23-GOT an order from her - to fu in 2 weeks - emailed her to fu - check in next week 1/8-spoke with Tina - she is having a great year - asked for pricing on item - emailed her back - to fu by end of week 1/18-ordered - fo fu on monday 1/27-got an order - fu in 2 weeks 2/13-sent a check in email 2/15-REPLIED back -does not need anything at the moment - to fu in 3 weeks 3/27- -CALLED to check in spoke with Tina - all is good - said that she has been getting paper through quill - however, she may consider us now. to email me her list and get back to her today for her order!
2006-09-13 10:44 (KARIN): [Call Back]:
REF: FU 1ST ORDER (oc:NANCY)
NOTES: 9/11- to call and FU on first order - wednesday - said that I sent her the wrong white out - I sent her the foam brush - but she was ok with that - said everyone else was happy but her - she wants the other kind - also needed to check on copy yield for toner - which is 10k - she was right - to fu in 2 weeks
2006-11-01 10:41 (KARIN): [Call Back]:
REF: GET QUOTE FROM PENNY (oc:Tina)
NOTES: 10/31-called to get a quote on a few items (calendars) - said she wanted to check one other place and get back to me. 11/1-said that Quill was cheaper, but did order other items
2006-12-13 13:29 (KARIN): [Call Back]:
REF: CK IN (oc:Tina)
NOTES: 10/26-ordered today - check in 1.5 weeks - ask her about her white out retractable pen that i sent her 11/10-called to see if she needs anything - Nancy is gone - to work with Tina now. LM 11/16-try to stop in tomorrow to see Tina 11/20-got a call back from Tina - she placed an order and i set up an appt to meet with her next monday 11/28-MET WITH TINA - she is wonderful -to get in touch in 3 days to FU 11/29-emailed Tina - said to contact on Monday for an order 12/4-called to see if she needed me yet for an order -lm - follow up tomorrow with email 12/6-GOT An email to quote items - quoted and sent back -waiting for her response. - placed the order on 12/9- fu next week - 12/13-ORDERED

INTERMEDIA KIOSKS INC - LIZ/SERENA (5916):
 (443)394-6500
10711 RED RUN BOULEVARD
SUITE 113
OWINGS MILLS, MD

CAVALIER BUSINESS COMM. - JAMES MODLIN (6866):
 (410)694-0276
7484 CANDLEWOOD ROAD
SUITE T-W
HANOVER, MD
2007-03-14 10:30 (KARIN): [Appointment]:
REF: Support (oc:JAMES MODLIN)
NOTES: 12/29-scheduled to pick up empty cartridges that our driver did not pick up last week 12/29-picked up 19 empty cartridges today - brought them to the office - Kevin to credit his account - fu in 2 weeks 1/16-got an order - fu in 1 week 1/29- emailed to chk in - fu next week- 2/2-ordered cartridges - fu in 2 weeks 2/19-emailed a check in 3/2 - got email order yesterday - system down - entered order today for delivery on monday - fu next week
2007-01-08 16:29 (KARIN): [Call Back]:
REF: CK IN (oc:JAMES MODLIN)
NOTES: 10/24-emailed to see if needs to order 10/26-emailed again - to FU in 1.5 weeks 11/13-emailed to see if he needed anything 11/28-emailed to see if he needs anything 12/1-called to see if he needed anything - haven't heard back from any emails yet - so figured I'd call had to leave a message. FU in 2 weeks 12/19-ordered - fu by friday
2006-10-11 14:39 (KARIN): [Appointment]:
REF: Deliver Dealer Pack (oc:JAMES MODLIN)
NOTES: 10/5-appt set for wed at noon - next week 10/11-delivered pack -got an order

INDY'S EXECUTIVE SERVICES - NICOLE (7073):
 (443)794-7483
3 MAIDSTONE CT
SUITE L
Boston, MA

NATIONAL FIDELITY-COLUMBIA - TIFFANY WINTERS (6974):
 (410)772-9500
5950 SYMPHONY WOODS ROAD
SUITE 420
COLUMBIA, MD

JAMESON STATE FARM AGENCY - STEPHANIE/MELODY (6948):
 (410)288-1300
3 CENTER PLACE
1ST FLOOR
DUNDALK, MD
2007-03-14 16:15 (KARIN): [Call Back]:
REF: NEED TO ORDER? (oc:STEPHANIE/MELODY)
NOTES: 3/14-sent email to see if she needs to order
2006-12-11 17:19 (KARIN): [Call Back]:
REF: SET UP ONLINE (oc:STEPHANIE/MELODY)
NOTES: 12/6-emailed her to let her know her online account was set up and i will get her favorites in
2006-11-20 14:50 (KARIN): [Call Back]:
REF: GET QUOTE FROM PENNY (oc:STEPHANIE/MELODY)
NOTES: 11/16-get quote from penny on additional items 11/20-just sent an email to Penny and melody to call her later this afternoon
2006-12-06 14:26 (KARIN): [Call Back]:
REF: FAXED QUOTE (oc:STEPHANIE/MELODY)
NOTES: 11/20-faxed updated quote and left messgae - fu by wed to see if she needs to order 11/28-LM with Chris that I called and that I will be calling back to morrow. 11/29-emailed her to see if she was ready to order or had any questions - to call her tomorrow 12/1-lm for melody

WEINER CHIROPRACTIC - DEBBIE WEISHAAR (6855):
 (410)356-0820
11000 OWINGS MILLS BLVD.
SUITE B
OWINGS MILLS, MD
2007-03-12 15:04 (KARIN): [Call Back]:
REF: CK IN (oc:DEBBIE WEISHAAR)
NOTES: 10/2-in 2 weeks -10/16- to check in thursday 10/24-called to see if she needs anything - LM 11/2-called to fu - ordered 2 cases of water - fu in 2 weeks 12/13-LM on voicemail - 12/23-sent card for holidays - fu in beginning of new year 1/17-called to see how her holidays were - do you need anything-lm 2/5- got email back -sent email 2/19-emailed for an order - fu in 1wk 2/28-said doesn't need anything - found a bunch of supplies hidden in back - fu in 1 month 3/12 - got order - complete and follow up next week
2006-09-21 15:13 (KARIN): [Call Back]:
REF: GET QUOTE FROM PENNY (oc:DEBBIE WEISHAAR)
NOTES: 9/20-waiting on quote from penny 9/21-got quote - called Debbie - to see if I can drop off the information - set an appt for tomorrow at 2pm
2006-09-20 13:59 (KARIN): [Call Back]:
REF: SUPPLY CHECKSHEET FAXED (oc:DEBBIE WEISHAAR)
NOTES: 9/14-CALLED IN TO SEE IF we sold ink cartridges and toners - informed - absolutely - sent an email and requested her to send back invoices an the checksheets -so we could get her a quote. 9/18-emailed her - will get info tomorrow - 9/20-to get back to her with pricing

DIRSKA & LEVIN - ANDREA (6219):
 (410)995-6688
8820 COLUMBIA 100 PKWY
SUITE 101
COLUMBIA, MD

ELDERHEALTH EXECUTIVE - DOT HORROCKS (6942):
 (443)573-1934
3601 O'DONNELL STREET
Boston, MA
2007-03-05 16:54 (KARIN): [Call Back]:
REF: CK IN (oc:DOT HORROCKS)
NOTES: 2/13- make sure I contact her at her new space - send her a congratulations card on the 10th for her promotion 2/13-sent a card to say congratulations 3/2-dot emailed me today to get extra catalogs for her department - to stop by on Monday with 10 of them 3/5-STOPPED OUT- brought extra catalogs and brought items to her that were ordered incorrectly - and took back the return - to fu in 2 weeks to see if she needs anything else.
2006-11-20 14:34 (KARIN): [Call Back]:
REF: GET QUOTE FROM PENNY (oc:DOT HORROCKS)
NOTES: 11/13-getting quote from Penny on binders and indexes -to get back to her by tuesday - got back to her - stay in touch weekly - just mailed out super cool purple pen 11/20 - emailed about her weekend

ELMAN RETINA GROUP P.A. - ELENE (6841):
 (410)653-0084
9114 PHILADELPHIA ROAD
SUITE 310
Boston, MA
2006-10-10 13:41 (KARIN): [Call Back]:
REF: DROPPED OFF QUOTE (oc:ELENE)
NOTES: 10/9-need to drop off the new quote - finally got a return call from Elene - ready to get her set up - want to see if I can visit with her again today! 10/9-dropped off new quote to Elene 10/10-FU with phone call - lm for her with Terri

PATTON HARRIS RUST&ASSOCIATES - CAROL CAPERS (3019):
 (410)997-8900
8818 CENTRE PARK DRIVE
SUITE 200
COLUMBIA, MD

PIONEER REAL ESTATE GROUP - LOLITA AHMAD (6882):
 (410)744-9555
2 EAST ROLLING CROSSROADS
SUITE 251
Boston, MA

HOMEVIEW CONTRACTORS - NICHOLE (6495):
 (410)252-4663
1217 GREENWOOD ROAD
SUITE A
PIKESVILLE, MD
2007-03-14 16:35 (KARIN): [Call Back]:
REF: FU QUOTE (oc:NICHOLE)
NOTES: 12/28-said that her boss was angry at the cost of ink cartridges - may take business elsewhere - penny put together a cost comparison for us - and i emailed to Nicole - to fu in 1 week 1/17-called to check in. Said everything is going great - she did have a return - took care of that for her- to check in again in about 2 weeks. 2/8-same day delivery - Mike took for me - just to call and say hi in 2 weeks 3/5-checked in - things are going well - got an order for a ton of ink - told about the empty credits - will get them to us with her order delivered. Need to check into HP rewards points and get back to her. 3/5 - emailed her back the information she requested - call in about 2 weeks to see how things are going
2006-12-28 14:44 (KARIN): [Call Back]:
REF: FU QUOTE (oc:HELEN)
NOTES: 12/15-needed a quote on pink legal folders- able to get them contracted as well - and she ordered 15 boxes. to be delivered on monday - fu next week with a thank you to Helen 12/19-dropped off gift - need to mail card 12

ROMG CHAMBER OF COMMERCE - BRIAN DITTO/SUE (6928):
 (410)356-2888
100 OWINGS COURT
SUITE 9
REISTERSTOWN, MD
2006-12-13 15:39 (KARIN): [Call Back]:
REF: ORDERED (oc:BRIAN DITTO/SUE)
NOTES: 11/20-GOT AN ORDER - TO PUT TOGETHER FAX ORDER sheet and get over to her today or tomorrow - 11/28-emailed fax order form to her yesterday. Very happy with it and is happy with her service. Promised to give us the bulk of her orders. Nee to let Mark know that Brian wantshim to present at the next Executive meeting. FU in 2 weeks

AUDIOLOGY ASSOCIATES INC - MONICA BYNUM (6368):
 (410)944-3100
7845 OAKWOOD ROAD
SUITE 303
GLEN BURNIE, MD

BOWMAN EDUCATIONAL SERVICES - KAREN (6331):
 (410)290-5955
8300 GUILFORD ROAD
SUITE A
COLUMBIA, MD

AUDIOLOGY ASSOCIATES INC - MONICA BYNUM (6369):
 (410)944-3100
3455 WILKENS AVENUE
SUITE 206
Boston, MA

MONTGOMERY CAPITAL CORPORATION - MARIA CALLAZO (6971):
 (410)744-4313
2 E. ROLLING CROSSROADS
SUITE 153
CATONSVILLE, MD
2006-12-11 17:08 (KARIN): [Call Back]:
REF: APPOINTMENT (oc:MARIA CALLAZO)
NOTES: 12/6- she called and requested a catalog - very demanding - needs to order right away. stopped by - got tentative order to fu tomorrow 12/7 - faxed over her tentative order need to get approval before we can place it - to fu again later today

ADVANCED DESIGN PRODUCTS - WILLIAM/AMY (6789):
 (410)833-8814
2919 INDUSTRIAL PARK DR.
FINKSBURG, MD
2006-08-18 14:23 (KARIN): [Call Back]:
REF: COLD CALL (oc:WILLIAM FAUNTLEROY)
NOTES: 8/7-spoke with William - he referred me to Amy Markle - need to order supplies through us - to call next monday to set up appt for lunch - and meet with Amy 8/14-LM to set up appt - to call back this afternoon 8/14- called back - set up lunch appt for thursday at 1pm
2006-11-06 13:02 (KARIN): [Call Back]:
REF: NEED TO ORDER? (oc:AMY MARKLE)
NOTES: 10/17-call to get her order in 2 weeks

NATIONAL FIDELITY MORTGAGE - ANYA LUMPKIN (6823):
 (443)738-2430
11411 RED RUN BLVD.
SUITE 319
OWINGS MILLS, MD

GREAT OAK LENDING PARTNERS - JESSIE HANSON (6854):
 (443)901-1775
1920 GREENSPRING DRIVE
SUITE 160
TIMONIUM, MD
2006-12-28 14:54 (KARIN): [Call Back]:
REF: CK IN (oc:JESSIE HANSON)
NOTES: 11.22-NO orders since their first - emailed to make sure things are ok - waiting to hear back - also sent an email to Laura at the frontdesk 11/29-sent a pleading email to Jess today 12/6-emailed josh 12/13-emailed Heather - a different route

JANET JENNER & SUGGS - LINDA ANDERSON (5848):
 (410)653-3200
1829 REISTERSTOWN ROAD
SUITE 320
Boston, MA

REMAX AMERICAN DREAM BEL AIR - JOAN SCHINSKY (7174):
 (410)803-0300
620 S. MAIN ST.
BEL AIR, MD

PHYSICIANS EYE CARE CENTER - JEAN/CARRIE KOHLHAUS (6953):
 (410)644-9515
1001 PINE HEIGHTS AVENUE
SUITE 101
Boston, MA
2007-01-08 16:47 (KARIN): [Call Back]:
REF: FU 1ST ORDER (oc:JEAN/CARRIE KOHLHAUS)
NOTES: 12/13-sent email to see how the first order went 12/15-responding that everything was fine - will be away until the 2nd of jan - attempted to drop off items her location was closed - 1/3 -LM for Carrie -to fu on friday 1/8-sent an email
2006-12-13 15:03 (KARIN): [Call Back]:
REF: NEED TO ORDER? (oc:CARRIE KOHLHAUS)
NOTES: 11/20-need to get set up online to place order and be contacted immediately --will be ordering for all 3 locations - online acct set up - need to get her favorites added and then contact her 11/28 - -took care of her online account - called to let her know. said she hasn't had any time to review. Does not need any supplies at this time. Will be in touch soon. To FU next week 12/12- first order

ENGINEERED SYSTEMS & PRODUCTS - MELINDA MCCAFFERTY (6214):
 (410)998-9456
11438 CRONRIDGE DRIVE
SUITE O
OWINGS MILLS, MD

APPLIED RESOURCES+KNOWLEDGE - (7038):
 (866)574-7456
1191 WESTERN CHAPEL ROAD
WESTMINSTER, MD

MARTIN & PHILLIPS DESIGN ASSOC - DAVID MARTIN (6851):
 (410)321-8444
222 BOSLEY AVENUE
SUITE B1
TOWSON, MD

GERSHON WILLOUGHBY GETZ&SMITH - CINDY DEVON (5773):
 (443)394-8800
10 CROSSROADS DRIVE
STE 203
OWINGS MILLS, MD

NORTH AMERICAN TRADE SCHOOLS - SAMANTHA (6237):
 (410)298-4844
6901 SECURITY BOULEVARD
Boston, MA

NETWORK BUSINESS SOLUTIONS - RACHEL (6946):
 (410)779-5000
22 E. FAYETTE STREET
SUITE 400
Boston, MA

MICROCOSM - OLGA (6026):
 (301)725-2775
9140 GUILFORD ROAD
SUITE O
COLUMBIA, MD

INFINITY MARKETING DESIGN - ANDREA DAWES (6746):
 (410)461-1008
2216 BROMLEY COURT
WOODSTOCK, MD
2006-09-14 16:22 (KARIN): [Call Back]:
REF: SEE IF ORDERING (oc:ANDREA DAWES)
NOTES: 8/18- just call to check in 9/11- spoke with Andrea about paper - different stock - etc. emailed her the information as well as set her up with an online ordering account. Will check back in by thursday if I don't hear from her sooner. - got the order sooner
2006-11-20 14:33 (KARIN): [Call Back]:
REF: CK IN (oc:ANDREA DAWES)
NOTES: 9/14- send thank you note in 3 weeks 10/10-sent a thank you letter - FU in 3 weeks 11/6-sent an email to see if she needs anything - fu in 2 weeks 11/20-returned my email and emailed me an order to be delivered tomorrow

MYERS AND STAUFFER LC - KIM DUNN (6878):
 (410)356-9256
400 REDLAND COURT
SUITE 205
OWINGS MILLS, MD

HONOLULU LTD - CHARLOTTE (2373):
 (410)654-6900
7 PARK CENTER COURT
OWINGS MILLS, MD

VMT/VISION MULTIMEDIA TECH - SARAH MCNEW (6822):
 (410)532-7138
6501 YORK ROAD
Boston, MA

VILLA MARIA AT FALLSTAF - HAZEL HUNTER (6006):
 (410)585-0598
6999 REISTERSTOWN ROAD
SUITE 9
Boston, MA

EMILE A. BENDIT M.D. - DIANE (6923):
 (410)435-6743
2 HAMILL ROAD
SUITE 354
Boston, MA

CREATIVE INPUTS - LORRAINE (5833):
 (410)581-9125
90 PAINTERS MILL RD
SUITE 202
OWINGS MILLS, MD

VARCO MAC ELECTRICAL CONST - MARINE (6409):
 (301)317-7900
9010 JUNCTION DRIVE
ANNAPOLIS JUNCTION, MD

WIN KELLY CHEVROLET - LYNN RHODES (5331):
 (410)988-9522
12421 AUTO DRIVE
CLARKSVILLE, MD

ART CONNECTION - BETTY (6827):
 (410)902-0258
11107 VERDANT COURT
OWINGS MILLS, MD
2007-03-30 14:32 (KARIN): [Call Back]:
REF: CK IN (oc:BETTY)
NOTES: 12/19-check in after new year 1/2-saw her yesterday - is good - fu in 3 weeks - needs to order ink for her computer - to order and deliver to her on tuesday of next week 2/10-ordered ink and paid for it - fu in 3 weeks 3/30-all is good - check in 2 months
2006-09-20 15:21 (KARIN): [Call Back]:
REF: ORDERED (oc:BETTY)
NOTES: 9/18-ordered - to have it delivered wed - FU with Bettye
2006-09-15 15:52 (KARIN): [Call Back]:
REF: PROSPECT CALLED (oc:BETTYE LEIBOWITZ)
NOTES: 9/11-spoke with Jerry Leibowitz - see notes for today - chair price - 396.75 instead of 457.99 - to FU with him in about 3 days to see if he has something else in mind - in the Meantime - to try and find something a little smaller - about 6 inches smaller.
2006-12-20 14:57 (KARIN): [Call Back]:
REF: CK IN (oc:BETTY)
NOTES: 10/31-check in to see how supplies are 12/6-got an order - to fu in 2 weeks 12/19-placed an order

CFS SETTLEMENTS LLC - SHANNON (6454):
 (443)921-3701
1966 GREENSPRING DRIVE
SUITE 606
TIMONIUM, MD

THIRD FLOOR PROMOTIONS - DONNA JACOBSON (6771):
 (410)771-0513
938 WALNUTWOOD ROAD
COCKEYSVILLE, MD

CUSTOM PAYROLL SERVICES INC. - AL / RICK (7191):
 (410)229-0000
311 INTERNATIONAL CIRCLE
SUITE 140
HUNT VALLEY, MD

PRIMERICA - JERRY OR DELORES (6781):
 (410)549-2305
7566 MAIN STREET
SUITE 202
ELDERSBURG, MD
2006-10-04 15:08 (KARIN): [Call Back]:
REF: CK IN (oc:JERRY OR DELORES)
NOTES: 10/3-wants a new invoice - and we got the wrong file folders again- matt said he would fix tomorrow 10/4-called to check in - said matt dropped off folders and candy- said would give us more business - to check in 2 weeks

SEFF MD P.A., DR. RONALD - KIM MAZZIOTT (6927):
 (410)574-4040
19 FONTANA LANE
GOLDEN RING EX PK STE 108
Boston, MA
2007-03-14 17:17 (KARIN): [Call Back]:
REF: CK IN (oc:KIM MAZZIOTT)
NOTES: 11/13-called to see if need anything else 11/20-very happy with us. To fu in 2 weeks. 12/11-called to check in today - all good - fu on 22nd 12-28-sent holiday card - things are going well - very happy with us - to fu in 2 weeks 1/17-called to see if they needed anything - lm with someone 1/22-sent an email with concerns on trash bags - responded - will call tomorrow if don't hear back 1/27 - took care of trash bag situation - fu next week 2/12- all is good now - fu in 1 week for regular order 2/28-spoke to her about trash bags - still very unhappy. instructed her to call customer service and ask for Penny for assistance. She did. fu next week 3/14- got an order - fu on friday about delivery
2006-11-13 11:51 (KARIN): [Call Back]:
REF: FAXED COST COMPARISON (oc:KIM MAZZIOTT)
NOTES: 11/6-FAXED quote - to drop off proposal tomorrow and fu from there

COASTAL PRODUCTION STUDIO - JODY/KAREN (6059):
 (410)581-7733
11 GWYNNS MILLS COURT
SUITE B
OWINGS MILLS, MD
2006-09-21 14:11 (KARIN): [Call Back]:
REF: INTRO KARIN (oc:JODY/KAREN)
NOTES: 8/25-called and spoke with Karen - thanked her for her recent order and told her that I was her dedicated rep and I'd be stopping out with FREE Goo if she likes that - said Loves it! To check back in 1 week - to stop by 9/5- - marked calendar to stop by and meet Karen tomorrow. 9/6-stopped by office was closed/locked - try to stop in before friday 9/7-Karen on vacation - able to intro myself to Jody - call in mid week next week to see if karen will be there so I can stop out!! 9/15-need to place order soon - call next week - 9/18- give a call tomorro - Jody is in on Tues and Thurs - actually try to stop by!! 9/21-CALLED to see if she was ready to order - Karen said no - they still need to go over everything on monday - this writer to call on Tuesday for the order unless if they are ready - then they will call on monday

BUBBLES THE CLOWN - DAVID FELZENBERG (6817):
 (410)719-1405
1435 BARRETT ROAD
Boston, MA
2006-09-05 15:35 (KARIN): [Call Back]:
REF: GET QUOTE FROM PENNY (oc:DAVID FELZENBERG)
NOTES: 8/31-EMAILED ME information on cartridges that he orders - is interested in getting a quote. this writer to get quote and get back to him by next week 9/5 - gave him the quote - he ordered the cartridge!

AUDIOLOGY ASSOCIATES INC - MONICA BYNUM (6366):
 (410)944-3100
9150 BALTO NAT'L PIKE
SUITE 15
ELLICOTT CITY, MD

NATIONAL FIDELITY MORTGAGE - JOEL BROWN (6748):
 (410)735-1896
4601 EASTERN AVENUE
SUITE 3
Boston, MA
2007-03-05 17:10 (KARIN): [Call Back]:
REF: CK IN (oc:JOEL BROWN)
NOTES: 10-/26-emailed to see how he was doing and if he needs anything 11/16-emailed to check in-fu in 1 month 12/19-check in about payment - need to make sure that I did the invoicing correctly - sent an email as well - to drop off tomorrow 12/20-stopped in - dropped off invoices - to fu after new year 1/19-sent a hello email fu in 3 weeks 2/5-got a call - left him a message - waiting on return call 2/26-sent that statement to him- waiting to see what he does with it- fu in 4 days to see if that is good enough 3/2-having issues with his fax -called his office and his cell phone - what is going on with payment and why do they want to close their account with us 3/5 - made a surprise visit - this office has been closed and everyone was moved to the laurel location - to check in 3 weeks

MILLERS MINUTEMAN-WESTMINSTER - CINDI (6986):
 (410)751-9504
1130 Boston BLVD
WESTMINSTER, MD

MONTGOMERY CAPITAL - MR. WALKER (6395):
 (443)831-3130
151 STELTON ROAD
PISCATAWAY, NJ
2007-01-29 11:06 (KARIN): [Call Back]:
REF: FU QUOTE (oc:FATIMA MCARTHUR)
NOTES: 10/26-remember to ask Fatima to ask Robin about her Notary Stamp - see if she needs to order it 1/17-lm for her on notary stamp - also need to leave her a message about regular supplies - does not need stamp, however, does need supplies - has an order in my email 1/22-ordered - to fu today
2006-11-06 13:30 (KARIN): [Call Back]:
REF: CK IN (oc:TOYA)
NOTES: 10/27-SENT receptionist a purple pen - Toya - just wanted to spoil her a little - FU in 1 4 days to see how she likes it - loves it!
2006-12-16 11:55 (KARIN): [Call Back]:
REF: CALL ON PAST DUE (oc:MR. WALKER)
NOTES: 12/11-needed to pick up payment personally from Walker today -not too impressed with his handlings - my company isn't - need to make sure that he does better with his payment or we will not be doing service with them for much longer. 12/13 - went to meet with Walker and collected all past due money.
2006-12-11 16:56 (KARIN): [Call Back]:
REF: ORDERED (oc:FATIMA MCARTHUR)
NOTES: 10/13-Cold call today - got the business and they ordered to fu on monday 10/16-called to see if we've been by yet.12:47-not yet - got email back - we were there however, missing phone message books - 10/7 emailed fatima to let her know that they were out of stock - got a different one - ok with that - then let her know about notary stamps -she will get back to me on that tomorrow 10/24 - called to say hi and to check in - said that she will be placing an order today or tomorrow. FU tomorrow 10/26- called her back about her order- lm - 10/27-got email from Fatima to give her a quote on a few items before she places her order 10/31-placed her order today -check in tomorrow 11/1-sent an email to fu on monday 11/6-sent a check in email to see how everything was with her order last week 11/16-sent a check in email - spoke with Walker yesterday - said things were well. 11/22-sent a quick email to see if needs anything- fu in 1 week 12/1- sent email to get an order - fu next week

COMSORT/MERCK PHARMACEUTICALS - MELISSA BOBLITZ (6836):
 (410)785-1900
222 SCHILLING CIRCLE
SUITE 150
HUNT VALLEY, MD
2006-10-17 14:38 (KARIN): [Call Back]:
REF: CK IN (oc:MELISSA BOBLITZ)
NOTES: 9/19-check in on Friday 9/28-sent an email - all is good right now -to FU at end of week 10/5-emailed her - FU in 1 week 10/9-emailed this writer back and said she was ordering this week - FU in 3 days 10/17-called and she ordered
2006-09-19 13:35 (KARIN): [Call Back]:
REF: FU 1ST ORDER (oc:MELISSA BOBLITZ)
NOTES: 9/18-FU on first order - check about Steelers game last night too - she is a huge Steelers fan 9/19- Mike dropped off order today - she is happy - however, not happy about the game
2006-09-18 15:25 (KARIN): [Call Back]:
REF: NEED TO ORDER? (oc:MELISSA BOBLITZ)
NOTES: 9/14-call next week to see if she needs to order anything 9/18- got first order

LIFEPOINT CHURCH - SANDY MCCANN (7055):
 (410)239-4700
1701 EMORY ROAD
REISTERSTOWN, MD

ATLANTIC GRAPHIC SYSTEMS INC. - KATE (5998):
 (410)290-8200
9687 GERWIG LANE
SUITE B
COLUMBIA, MD

FRIENDSHIP SCHOOL - SONIA (6111):
 (410)552-6880
1545 PROGRESS WAY
ELDERSBURG, MD

AUDIOLOGY ASSOCIATES INC - MONICA BYNUM (6367):
 (410)944-3100
9613 HARFORD ROAD
SUITE I
Boston, MA

RECORD & TAPE TRADERS - JEN AYRES (6901):
 (410)654-0510
10435 REISTERSTOWN ROAD
BLDG. 3
OWINGS MILLS, MD
2006-12-28 14:08 (KARIN): [Call Back]:
REF: SET UP ONLINE (oc:JEN AYRES)
NOTES: 12/13-send cost comparison and online info again -computer crashed 12/15- emailed her the information to fu next monday

APPLIED RESOURCES & KNOWLEDGE - DAVID LIBDAN (7037):
 (866)574-7456
1191 WESTERN CHAPEL ROAD
RESIDENTIAL DELIVERY
NEW WINDSOR, MD

GENUINE TITLE LLC - JODI MARLOW (6691):
 (443)738-3436
11155 DOLFIELD BLVD.
SUITE 100
OWINGS MILLS, MD
2006-10-09 10:12 (KARIN): [Call Back]:
REF: CUSTOMER ISSUE (oc:JODI MARLOW)
NOTES: 10/5-rec call today at 3:08 - no order yet - informed that OM is first area - said she doesn't have order yet. Carol called Matt - he started in DC - may not get to OM today - told cutsomer he would be there by 5pm - otherwise will get a call - she seems to be ok with this!!! FU tomorrow 10/6-everything ok

ICS INSURANCE - RUTH SLIVIAK (7009):
 (410)517-3925
4 GLYNDON DRIVE
SUITE 2E
REISTERSTOWN, MD
2007-01-22 14:50 (KARIN): [Call Back]:
REF: Shredder Quote (oc:RUTH SLIVIAK)
NOTES: 1/17-Ruth asked about a shredder this writer gave her page numbers and also suggested the FEL 3217701 priced at 145.88 for her - to fu in a day or so by email 1/22-ordered the shredder
2007-03-02 17:21 (KARIN): [Call Back]:
REF: ORDERED (oc:RUTH SLIVIAK)
NOTES: 1/17-ordered chairs - paid by cc - to get temporary invoices to her for deposit - get order in - order is in - fu next week to see if there are any complications
2007-01-22 14:50 (KARIN): [Call Back]:
REF: FU QUOTE (oc:RUTH SLIVIAK)
NOTES: 1/19-sent her an eail with the information on the shredder that I quoted. waiting to hear back - ususally doesn't work full days on fridays - to check in on monday if don't hear back from her today 1/22-ordered the shredded today

GREENBERG LAW OFFICES - LANA GREENBERG (6843):
 (410)539-5250
6 E. BIDDLE STREET
Boston, MA
2006-10-10 13:34 (KARIN): [Call Back]:
REF: FAXED COST COMPARISON (oc:LANA GREENBERG)
NOTES: 9/20 faxed over the quote - to FU on tuesday 10/10-invoice should be taken care of - to wait about 2 weeks before follwing up again

COBALT IT TECHNOLOGIES - DAN DINKIN (6813):
 (410)526-1481
16 REDMILE COURT
REISTERSTOWN, MD
2006-08-31 12:39 (KARIN): [Call Back]:
REF: INTRO KARIN (oc:DAN DINKIN)
NOTES: 8/30-Saw Dan at a networking meeting - he gave me a referral and then requested a quote on supplies - called and gave me an order same day - to have it shipped and received by tomorrow
2006-10-11 14:57 (KARIN): [Call Back]:
REF: SET UP ONLINE (oc:DAN DINKIN)
NOTES: 10/10-requested to be set up online- emailed Stella - 10/11-Dan is set up - sent him an email to fU with him in about 2 weeks
2006-10-02 14:58 (KARIN): [Call Back]:
REF: ORDERED (oc:DAN DINKIN)
NOTES: 9/26-ordered today-FU in 2 days

CAROL DAVIS - WELLNESS CONSULT - CAROL DAVIS (7053):
 (410)833-7673
11994 LONG LAKE DRIVE
REISTERSTOWN, MD

ALTIERI HOMES - LINDA (6253):
 (410)715-4500
9017 RED BRANCH ROAD
SUITE 104
COLUMBIA, MD

CARTIER TITLE AGENCY - CHRISSY (1099):
 (410)821-5100
101 E. CHESAPEAKE AVE
SUITE 201/DAVEERAGE ONLY
TOWSON, MD

ST JOHN PROPERTIES INC - MELISSA ALLEMAN/JENN (1390):
 (410)788-0100
2560 LORD Boston DRIVE
Boston, MA

ATLANTIC MECHANICAL - DAVEERLY (7150):
 (410)484-4595
49 GWYNNS MILL COURT
OWINGS MILLS, MD

HAMILTON ASSOC - MARY/BETH YATES (5291):
 (410)363-9020
11403 CRONRIDGE DRIVE
BETH YATES-GENERAL
OWINGS MILLS, MD

VON PARIS LOCATION 004 - SUE WEBER (5659):
 (410)888-8527
8691 LARKIN ROAD
SAVAGE, MD

AUTUMN CHIMNEY SWEEPS - GARY BREWER (7024):
 (410)876-6248
1209 MARCLEE ROAD
FINKSBURG, MD

VON PARIS LOCATION 001 - MARILYN DALTON (4537):
 (410)888-8527
8691 LARKIN ROAD
SAVAGE, MD
2007-03-22 10:00 (KARIN): [Appointment]:
REF: Meet & Qualify (oc:MARILYN DALTON)
NOTES: 3/21- was contacted and have an appointment set for tomorrow 3/23- met with marilyn yesterday - to get pricing to her on Monday
2007-03-26 16:02 (KARIN): [Call Back]:
REF: Meet & Qualify (oc:MARILYN DALTON)
NOTES: 3/21- was contacted and have an appointment set for tomorrow 3/23- met with marilyn yesterday - to get pricing to her on Monday 3/26-spoke with Marilyn - informed we have her pricing together -to drop off proposal tomorrow morning
2007-03-30 12:10 (KARIN): [Call Back]:
REF: Meet & Qualify (oc:MARILYN DALTON)
NOTES: 3/21- was contacted and have an appointment set for tomorrow 3/23- met with marilyn yesterday - to get pricing to her on Monday 3/26-spoke with Marilyn - informed we have her pricing together -to drop off proposal tomorrow morning 3/30-sent an email and called and left a message for Marilyn - I know she is placing an order today and I"m praying it's going to be with us!!

CBG SOUTH - SHERRILL (6339):
 (410)995-6400
9689 GERWIG LANE
COLUMBIA, MD

HAKER AUTO SALES INC. - CAROL (7001):
 (410)796-6000
5820 WASHINGTON BLVD
ELKRIDGE, MD

WICHITECH INDUSTRIES INC - DJ (3914):
 (410)715-1076
1120 N. CHARLES STREET
SUITE 103
Boston, MA

AGILITY HR - CARLA JOHNSON (7071):
 (410)685-6100
616 WATER STREET
SUITE 225
Boston, MA
2007-03-19 13:20 (KARIN): [Call Back]:
REF: FU QUOTE (oc:CARLA JOHNSON)
NOTES: 3/5-sent quote to Carla on friday - said she will get back to me - trying to get her set up online and add her favorites right away then contact her to see what she thiniks. fu by tomorrow 3/12-fu on quote want to stop out on friday after appt - lm 3/16-STOPPED BY to see Carla and drop off quote- not available - gave it to another co-worker and will fu on monday 3/19-sent an email - wait until friday 3/19-got a response - said to fu in 2 weeks - the ap person has been out sick - fu then
2007-03-19 12:48 (KARIN): [Call Back]:
REF: FU QUOTE (oc:CARLA JOHNSON)
NOTES: 3/5-sent quote to Carla on friday - said she will get back to me - trying to get her set up online and add her favorites right away then contact her to see what she thiniks. fu by tomorrow 3/12-fu on quote want to stop out on friday after appt - lm 3/16-STOPPED BY to see Carla and drop off quote- not available - gave it to another co-worker and will fu on monday 3/19-sent an email - wait until friday
2007-03-30 12:13 (KARIN): [Call Back]:
REF: FU QUOTE (oc:CARLA JOHNSON)
NOTES: 3/5-sent quote to Carla on friday - said she will get back to me - trying to get her set up online and add her favorites right away then contact her to see what she thiniks. fu by tomorrow 3/12-fu on quote want to stop out on friday after appt - lm 3/16-STOPPED BY to see Carla and drop off quote- not available - gave it to another co-worker and will fu on monday 3/19-sent an email - wait until friday 3/19-got a response - said to fu in 2 weeks - the ap person has been out sick - fu then 3/30-emailed to see if she was ready to order - waiting for her response
2007-03-14 12:06 (KARIN): [Call Back]:
REF: FU QUOTE (oc:CARLA JOHNSON)
NOTES: 3/5-sent quote to Carla on friday - said she will get back to me - trying to get her set up online and add her favorites right away then contact her to see what she thiniks. fu by tomorrow

HAMILTON ASSC. - MARY/BETH YATES (5291-271):
 (410)363-9020
11403 CRONRIDGE DRIVE
AIR TECH MRKTG
OWINGS MILLS, MD

COLUMBIA ENGINEERING - DIANE (5841):
 (410)992-9970
6470 DOBBIN ROAD
SUITE A
COLUMBIA, MD

ALLSTATE INSURANCE - BOB BRADY (6936):
 (410)526-9643
6A HANOVER ROAD
REISTERSTOWN, MD

MD STATE DENTAL ASSOC - ROSE/JULIE (5830):
 (410)964-2880
6410 DOBBIN RD
SUITE F
COLUMBIA, MD

TELTEK SYSTEMS INC. - PEGGY (6990):
 (410)552-6580
236 EAST MAIN STREET
FIRST FLOOR
WESTMINSTER, MD
2007-01-11 10:50 (KARIN): [Call Back]:
REF: APPOINTMENT (oc:CHRIS NICOLI)
NOTES: 12/28-MET with Chris today - definitely interested in doing business with us. Gave catalog - to get pricing together for him - also may be interested in used cubicles - mark to contact him tomorrow 1/3-to stop by tomorrow with contract - left message and email him 1/4-dropped off contract - met with the rest of the staff- Peggy to send over the order soon - will probably email it. 1/5-called to see if ready- not yet, they have one more person that needs something then they will mail it in - to fu on monday if I don't here from them 1/8-emailed for the order - waiting on response - call Peggy tomorrow
2007-03-14 16:59 (KARIN): [Call Back]:
REF: NEED TO ORDER? (oc:PEGGY)
NOTES: 1/11- WAITING ON ORDER - FU TOMORROW 1/22-emailed to see if they needed anything 2/10-ordered last week - check in 1 week 3/1-ordered yesterday - fu on monday to see how we did 3/14-sent email to see how we did on the last order - to fu in 2 weeks

CROWN TROPHY - BRIAN LITOFSKY (6861):
 (443)394-6667
9601 REISTERSTOWN ROAD
OWINGS MILLS, MD
2006-10-05 14:02 (KARIN): [Call Back]:
REF: CK IN (oc:Brian Litofsky)
NOTES: 8/10-see if anything has changed in regards to ordering. 10/3-placed order this week - did great - fu in 2 weeks

BENZ ENTERPRISES - SHERRY BEYER (6989):
 (410)923-6602
783 ANNAPOLIS ROAD
2ND FLOOR
GAMBRILLS, MD
2007-03-02 17:25 (KARIN): [Call Back]:
REF: CUSTOMER ISSUE (oc:SHERRY BEYER)
NOTES: 2/22-call and fu on her last order - see how frank likes his desk 2/28-everything is great - fu in 1 week to check in
2007-02-16 12:30 (KARIN): [Appointment]:
REF: Support (oc:SHERRY BEYER)
NOTES: 1/3-have an appointment for friday at 12:30 - dropping off the elite cartridge - trying to save her money - also she will be introducing me to the office next store - bring a catalog for them too 1/5-appt today got canceled - contact on monday to be able to stop by 1/8-emailed to see if I can stop by tomorrow - check back then 1/15-stopped by to see her - she is currently interested in finding storage bins that would be good for her business - this writer to review and get back to her on Wednesday 1/22-need to get storage bin pricing to her 1/29- emialed her about a storage solution - waiting to hear back 2/12-got an order today - stamps and odds and end - fu in 2 days to see how things are going by email 2/22-placed furniture order yesterday - used Mann's Moving - he did a great job - stopped in - said I ordered the wrong items - when in fact I ordered what she told me - seemed to be ok - fu next week
2007-01-03 12:19 (KARIN): [Call Back]:
REF: APPOINTMENT (oc:SHERRY BEYER)
NOTES: 12/29-call to get appt and follow up on order from friday 1/3-have an appointment set for friday at 12:30pm
2006-12-29 15:57 (KARIN): [Call Back]:
REF: FU 1ST ORDER (oc:SHERRY BEYER)
NOTES: 12/21- referred by ataglance- quoted - had items in stock - to ship out tomorrow to her - to fu after christmas and take her welcome kit and get rest of her business 12/27-very happy with us - said that she is going to be placing another order this week - this writer to check in with her by friday 12/29-called to give her pricing details of the rest of her items - she will email me an order today and this writer will submit - to call her back this afternoon - and to get a compatible to deliver next week to her

ELDERHEALTH - KELA/JOE FARVER (6826):
 (410)864-4431
3601 O'DONNELL STREET
Boston, MA

HART INDUSTRIES - NICKI/FRANK P (3464):
 (410)581-1900
11412 CRONRIDGE DRIVE
OWINGS MILLS, MD
2007-03-14 17:06 (KARIN): [Call Back]:
REF: CK IN (oc:NICKI/FRANK P)
NOTES: 10/26-check in about 2 weeks - likes to order online 11/15-sent an email to see if she needs anything - fu with a call in 2 weeks 11/29-emailed her to see if we can get her some supplies now 12/1-emailed me back said that she did place an order online - items did not get their next day - this writer looking into and will follow up in 3 days 12/13 - just sent quick apology - to fu in 3 weeks 1/3-called to see if she needed anything - LM in voicemail - fu again in 1 week 1/22-sent a check in email 2/13-they just placed a huge order last week- this writer emailed her today to thank her for her business again - to check back in 1 week and mail out a freebie 2/16-emailed me back - placed a huge order the week before - all is good - fu in 2 weeks 3/14 - to follow up in 3 weeks
2006-10-26 12:26 (KARIN): [Call Back]:
REF: INTRO KARIN (oc:NICKI/FRANK P)
NOTES: 10/4-SPOKE with her - said I'd intro myself - she is excited - to bring by freebies and orders online - 10/17-stopped by and introduced myself - dropped off a few goodies - to check in about 1 week to see if she needs anything 10/26-checked in - said she just put in an order online- to have stella check to make sure delivery for tomorrow -

NAT'L FIDELITY MORTGAGE - JOEL BROWN (6795):
 (410)735-1896
4603 EASTERN AVENUE
Boston, MA

JOHNS HOPKINS UNIVERSITY - CHUCK (2839):
 (410)290-1777
6740 ALEXANDER BELL DRIVE
COLUMBIA LOCATION (SCS)
COLUMBIA, MD

CHARTER FUNDING - MEGHAN (6930):
 (240)456-0354
9175 GUILFORD ROAD
SUITE 100
COLUMBIA, MD
2007-03-15 15:08 (KARIN): [Call Back]:
REF: CALL ON PAST DUE (oc:KANIESHA REEDER)
NOTES: 3/15-CALLED TO GET OUR MONEY - left message that I could stop out today or tomorrow - waiting on her response - to stop out tomorrow and get the money
2007-03-15 15:10 (KARIN): [Call Back]:
REF: CALL ON PAST DUE (oc:LAKEISHA)
NOTES: 3/2-called to see about past due to fu next week 3/14-emailed to see if I could pick up check tomorrow 3/15-to call tomorrow and get the check
2007-03-02 16:49 (KARIN): [Call Back]:
REF: MY INTRO (oc:MEGHAN)
NOTES: 12/28-need to get in touch with new buying influence to introduce myself 1/3-left message for William, the owner to see who my new contact person is to fu in 3 days - 2/12-need to call tomorrow about outstanding invoices - 2/16-lm - to stop by today (2/19) and get payment!! 2/23-stopped out and got payment - then realized I told her the wrong amount and need to get payment for the rest of the invoices. to send another email and fu next week
2007-03-14 17:12 (KARIN): [Call Back]:
REF: CALL ON PAST DUE (oc:LAKEISHA)
NOTES: 3/2-called to see about past due to fu next week 3/14-emailed to see if I could pick up check tomorrow

AIM 4 ORDER - CINDY BERNSTEIN (7021):
 (410)484-8328
C/O EXPRESSWAY
Boston, MA

LAW OFC. OF JANET L. EVELAND - GREG MULLEN (6812):
 (410)772-8980
10320 LITTLE PATUXENT PKW
SUITE 311
COLUMBIA, MD

WONDERFUL WARDROBES - SALLI WARD (6864):
 (410)654-2459
3203 HUNTING TWEED DRIVE
OWINGS MILLS, MD

MONTGOMERY CAPITAL - ARIF MELIK (6956):
 (301)404-7947
151 STELTON ROAD
PISCATAWAY, NJ
2006-12-13 13:02 (KARIN): [Call Back]:
REF: CK IN (oc:ARIF MALIK)
NOTES: 12/11-gave a referral to Lester Miller and vistaprint - to fu tomorrow see how that went 12/13-called about the referral - said lester was way too expensive - was able to get someone to help him on vistaprint. thank you anyway
2006-12-11 16:46 (KARIN): [Call Back]:
REF: Set Appointment (oc:ARIF MELIK)
NOTES: 11/30-CALLED to try and get an appointment for tomorrow - if not - one day next week. left message, Appt set for 12/1 - had a great appointment - very general - would like this writer to come back next friday for lunch - told him that would be great!

MMI INDUSTRIAL SALES - MARY LOU TODD (6811):
 (410)686-6629
6951 GOLDEN RING ROAD
Boston, MA
2006-08-31 11:26 (KARIN): [Call Back]:
REF: NEED TO ORDER?-appt set (oc:Mary Lou Todd)
NOTES: 8/7 - want to FU and see if she is ready to order- faxed her a general pricing checksheet - what she normally buys to give her some numbers. 8/22- called to see if she was ready to order -said she was close, but was definitely interested in setting up an appointment. Appt set for 8/29 at 3pm - met with MaryLou - is placing an order - very excited to be working with this writer again
2006-08-07 08:51 (KARIN): [Call Back]:
REF: Attempt to set up appointment (oc:Mary Lou Todd)
NOTES: 8/3-called and lm for MaryLou. Wanted to inform where I was working now and tell her how we can work together again. Emailed her as well. Will follow up on friday. 8/7-out w/ driver-Matt on friday - made call today. Says she uses Staples and has no problem switching. To fax her information on most commonly used items and follow up in 2 weeks to see where she is for ordering supplies.
2006-10-02 09:54 (KARIN): [Call Back]:
REF: SET UP ONLINE (oc:MARY LOU TODD)
NOTES: 9/14-checked in to make sure she got her order - yes and she is very happy!! to get her set up online - and then contact her - sent request to Stella 9/18-emailed Stella- 9/19- set up online - to add favorites - 10/2-completed and emailed MaryLou to let her know
2006-11-27 14:08 (KARIN): [Call Back]:
REF: CK IN (oc:MARY LOU TODD)
NOTES: 10/2-FU with MaryLou in about 3 weeks 10/24-emailed her - fu in 2 weeks 11/6-emailed to see how she was doing - fu in 2 more weeks

VISION TECHNOLOGY SERVICES - TABITHA HORN (6765):
 (410)560-1444
1966 GREENSPRING DRIVE
SUITE 507
TIMONIUM, MD
2006-09-21 16:16 (KARIN): [Call Back]:
REF: CK IN (oc:TABITHA HORN)
NOTES: 9/18-sent an email to see if she needs anything 9/21- now working with Robin - Tabitha no longer works this - this writer to meet with Robin tomorrow for another order!

MONTGOMERY CAPITAL-PG - EARLENE SNOWDEN (6881):
 (301)423-4623
5627 ALLENTOWN ROAD
SUITE 203
CAMP SPRINGS, MD

CHESAPEAKE CLOSETS - DANIEL BLACK (6985):
 (410)823-7342
1511-C SERPENTINE ROAD
Boston, MA

LONG & FOSTER REAL ESTATE - ELSA CORREA (6972):
 (410)365-7539
11726 GREENSPRING AVENUE
TIMONIUM, MD

DOMINION TECHNOLOGY RESOURCES - KELLY AFFELD (7084):
 (703)707-8555
1835 ALEXANDER BELL DRIVE
SUITE 400
RESTON, VA

KLEBANOW,DR KENNETH - LIZ (5846):
 (410)715-0080
8821 COLUMBIA PARKWAY
SUITE 3
COLUMBIA, MD

RUSTA REMODELING - PETER RUSTA (6944):
 (410)747-9525
12 N. BEAUMONT AVENUE
Boston, MA

DELEONARDO SMITH & ASSOCIATES - LISA RICHARDSON (7010):
 (410)517-3840
215 MAIN STREET
3RD FLOOR
REISTERSTOWN, MD
2007-02-05 13:11 (KARIN): [Call Back]:
REF: NEED TO ORDER? (oc:LISA RICHARDSON)
NOTES: 1/29- waiting on an order - to fu in 1 week 2/5-got her first order!!!!! yeah!! fu tomorrow

JAMES CARROLL CPA - JAMES CARROLL (6821):
 (410)356-3479
109 CHURCH ROAD
OWINGS MILLS, MD
2007-01-08 16:05 (KARIN): [Call Back]:
REF: APPOINTMENT (oc:JAMES CARROLL)
NOTES: 12/28-appt set for next thursday!
2006-12-28 14:51 (KARIN): [Call Back]:
REF: CK IN (oc:JAMES CARROLL)
NOTES: 11/1-check in in about 3 weeks 11/22-sent an email 12/9-no need for anything just yet - fu in 2 weeks 12/27-placed an order - scheduled to meet next thursday
2006-11-01 10:41 (KARIN): [Call Back]:
REF: NEED TO ORDER? (oc:JAMES CARROLL)
NOTES: 9/7-call him in 30 days to see how he is doing on supplies 10/10-emailed him 10/26 - saw James yesterday - said that he was looking to place an order very soon - emailed to see when he was ready - to FU in 1 more week 11/1-already ordered and received product

RAHMAN, DR. ATIQ UR, M.D. - MILLIE (6931):
 (443)524-1220
3350 WILKENS AVENUE
SUITE 202
Boston, MA

HAMILTON ASSC. - MARY/BETH YATES (5291-071):
 (410)363-9020
11403 CRONRIDGE DRIVE
BETH YATES-GENERAL
OWINGS MILLS, MD

SSD SOFT STUFF DISTRIBUTORS - MANDI (5561):
 (301)604-3300
8200 PRESTON COURT
SUITE L
JESSUP, MD

JOHN HANCOCK FINANCIAL SVCS - GREG PERL (6952):
 (410)823-3399
901 DULANEY VALLEY ROAD
SUITE 700
TOWSON, MD
2006-11-29 16:51 (KARIN): [Call Back]:
REF: ORDERED (oc:GREG PERL)
NOTES: 11/14-Ordered from me today - fu in 2 days 11/16 -emailed fu to see next tuesday 11/22-saw Greg - everything great - except wanted to exchange the one order - to deliver for him on tuesday - fu next week - 11/28-got him the other part of his order - very happy - to FU in 1 month

Percent Customers Meeting Potential ^- Top
Users: KARIN


UserPctg MetTotal AcctsAve Penetration
KARIN6.52%61323.56%
TOTALS6.52%61323.56%
NOTES:
1) This figure is based on a calculation of projected annual sales per employee of $600 (You may adjust this figure in the 'pcmp.ini' file). The calculation accounts for the percentage of the year already completed (year beginning: 1/1/2007 ...also adjustable in 'pcmp.ini'). 3) If these figures seem unusually high, it might be because you have a large number of innaccurate employee counts for records. The 'IfEmplNullOrZero' sets the assumed employee count if it's empty or zero. Best practice: Be sure employee counts are accurate.4) Ave Penetration is the average account penetration (eg, 100% penetration for an account with 1 employee means they were sold exactly $600 of goods)

Result Code Summary - Calls (Last Month) ^- Top
Users: KARIN
Users
Group:KARINallusers[n/a][n/a][n/a]
FAX2 (4.0%)2 (4.0%)n/an/an/a
FU2 (4.0%)2 (4.0%)n/an/an/a
INP1 (2.0%)1 (2.0%)n/an/an/a
LM5 (10.0%)5 (10.0%)n/an/an/a
LND2 (4.0%)2 (4.0%)n/an/an/a
ORD4 (8.0%)4 (8.0%)n/an/an/a
PRI1 (2.0%)1 (2.0%)n/an/an/a
QFY2 (4.0%)2 (4.0%)n/an/an/a
SA2 (4.0%)2 (4.0%)n/an/an/a
SE7 (14.0%)7 (14.0%)n/an/an/a
SPK11 (22.0%)11 (22.0%)n/an/an/a
VIS3 (6.0%)3 (6.0%)n/an/an/a
[NULL]8 (16.0%)8 (16.0%)n/an/an/a