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PS
Priya S.
Receipt drafted · needs your approval
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MR
Maria R.
January statement · 3rd nudge Friday
DK
Dan K.
Engagement letter · awaiting signature
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JT
Jordan T.
Intro call booked · Friday 9:30 AM
Completed
KM
Kevin M.
Kevin: Got it, opened on the...
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PS
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Priya · February receipt batchAuto-nudge tonight at 7:05pm via SMS
Maria · January bank statement3rd nudge scheduled Friday via email
Dan · signed engagement letterViewed yesterday, not signed
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