CustomerInvestor
Anita Patel
Investor · 2 sitesIdentity & channels
- Home / billing address
- 88 Marine Pde, Redcliffe QLD 4020(not necessarily the job site)
- Notes
- Property investor — home in Redcliffe, two rentals to insulate. Bills go to the home address, not the job sites.
- Best time
- —
- Marketing
- Opted in
investormulti-siteagent-managed
Communications
Last contact
Booked Morayfield · quoting Burpengary
Next follow-up
Measure Burpengary on the Morayfield trip
No history yet.
Ask Kenny to draftKenny drafted · awaiting your tap
Draft a quote, an invoice, a chase-for-address, or an email (asks which site).
High confidence
Why Kenny suggests this
Kenny drafts in your voice from the verified library and lands the draft in Documents — nothing is sent until you approve. For a contact with several sites it will ask which site the document is for.
Pinned notes
- Peter: Investor — billing address is her HOME (Redcliffe), NOT the job sites. Two rentals; batch both on one trip to save travel.