SalesSheet.ai — Contact Timeline
AF
Ana Ferreira — Unified Timeline
BrightPath Inc · $42,000 Growth Plan
All
WhatsApp
Email
Calls
Today — Feb 27, 2026
💬
WhatsApp
← Received
10:20 AM
"Main concern is data migration from our current CRM. We have about 12,000 contacts."
💬
WhatsApp
→ Sent
10:22 AM
"No problem at all — we handle CSV imports up to 50K contacts. I'll send you the migration guide via email."
✉
Email
→ Sent
10:25 AM
Subject: "BrightPath Migration Guide & Onboarding Timeline" — 2 attachments
Yesterday — Feb 26, 2026
📞
Call
→ Outbound
3:30 PM
18-minute call · Discussed pricing and onboarding · AI summary available
✉
Email
→ Sent
11:00 AM
Subject: "Growth Plan Proposal for BrightPath" — proposal PDF attached
💬
WhatsApp
← Received
9:15 AM
"Hi! I reviewed the proposal with my team. We're excited but have a few questions."