Acme Corporation - Conflict Review
Duplicate record with territory assignment conflict
Incoming Record
Acme Corporation
Primary Contact
John Smith
Email Address
j.smith@acme-corp.com
Phone Number
(555) 123-4567
Company Address
123 Main Street
Denver, CO 80202
Denver, CO 80202
Industry
Manufacturing & Distribution
Company Size
150-200 employees
Data Source
ZoomInfo Import #2024-089
Existing Record
ACME Corp
Primary Contact
John Smith
Email Address
john.smith@acme.com
Phone Number
(555) 123-4567
Company Address
123 Main St
Denver, CO 80202
Denver, CO 80202
Industry
Technology Services
Company Size
100-150 employees
Assigned Rep
Sarah Mitchell
Assignment Date
2023-08-15
📋 Account History & Activity
Discovery Call Completed
Jan 12, 2024
Sarah completed initial discovery call. Identified print infrastructure needs for 3 office locations. Potential $75K annual contract.
Follow-up Email Series
Jan 8-10, 2024
3 follow-up emails sent with industry-specific solutions. Customer requested proposal for Q1 2024.
Opportunity Created
Dec 18, 2023
Opportunity "Acme Corp - Print Infrastructure" created in proposal stage. Estimated value $75,000.
Initial Contact
Nov 22, 2023
First contact made via cold outreach. John Smith expressed interest in managed print services.
Account Created
Aug 15, 2023
Account created and assigned to Sarah Mitchell based on geographic territory (Denver metro).