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Dana Ortiz

Head of Operations · Fernhill
Churned
Email

Contact

Email
dana.ortiz@fernhill.example
Phone
+1 555 0146

Activity

Jun 12, 2026

  1. Note: Legal prefers our paper

    Summary shared with the team.

    Omar Haddad

Jun 5, 2026

  1. Meeting: Meeting with Dana Ortiz

    Omar Haddad

  2. Task: Completed a task

    Share the proposal

    Omar Haddad

Jun 1, 2026

  1. Note: Legal prefers our paper

    Summary shared with the team.

    Omar Haddad

May 16, 2026

  1. Email: Email to Dana Ortiz

    Security questionnaire

    Omar Haddad

May 12, 2026

  1. Email: Email to Dana Ortiz

    Pricing questions

    Omar Haddad

May 10, 2026

  1. Note: Asked for a reference customer

    Summary shared with the team.

    Omar Haddad

May 9, 2026

  1. Meeting: Meeting with Dana Ortiz

    Omar Haddad

May 8, 2026

  1. Meeting: Meeting with Dana Ortiz

    Omar Haddad

  2. Meeting: Meeting with Dana Ortiz

    Omar Haddad

May 3, 2026

  1. Task: Completed a task

    Update the close date

    Omar Haddad

May 2, 2026

  1. Task: Completed a task

    Schedule a demo

    Omar Haddad

  2. Note: Champion is moving teams in July

    Summary shared with the team.

    Omar Haddad

Apr 25, 2026

  1. Email: Email to Dana Ortiz

    Order form

    Omar Haddad

Apr 22, 2026

  1. Email: Email to Dana Ortiz

    Proposal v2

    Omar Haddad

Apr 20, 2026

  1. Call: Call with Dana Ortiz · 18 min

    Pricing questions

    Omar Haddad

  2. Meeting: Meeting with Dana Ortiz

    Omar Haddad

Apr 12, 2026

  1. Meeting: Meeting with Dana Ortiz

    Omar Haddad

  2. Meeting: Meeting with Dana Ortiz

    Omar Haddad

Apr 11, 2026

  1. Note: Legal prefers our paper

    Summary shared with the team.

    Omar Haddad

Apr 9, 2026

  1. Email: Email to Dana Ortiz

    Order form

    Omar Haddad

Apr 7, 2026

  1. Meeting: Meeting with Dana Ortiz

    Omar Haddad

Apr 5, 2026

  1. Email: Email to Dana Ortiz

    Proposal v2

    Omar Haddad

Apr 2, 2026

  1. Meeting: Meeting with Dana Ortiz

    Omar Haddad

Apr 1, 2026

  1. Call: Call with Dana Ortiz · 14 min

    Check-in

    Omar Haddad

Mar 26, 2026

  1. Note: Budget approved for Q2

    Summary shared with the team.

    Omar Haddad

Mar 25, 2026

  1. Email: Email to Dana Ortiz

    Pricing questions

    Omar Haddad

Mar 22, 2026

  1. Meeting: Meeting with Dana Ortiz

    Omar Haddad

Mar 18, 2026

  1. Note: Champion is moving teams in July

    Summary shared with the team.

    Omar Haddad