CRM · Tax entity workspace

Coastal Property Trust

ENT-2174 · Individual · Connected to Coastal Property Group

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I
Coastal Property Trust
ENT-2174 · •••• 6428
ActiveStatus
Coastal Property GroupCustomer
Lina P.Responsible staff
2Representatives
Entity information
Approved identity summary.
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TypeIndividual
Identifier•••• 6428
CustomerCoastal Property Group
Open tasks2
Representatives
Contacts linked to this entity.
Noah BrownPrimary representative · contact@example.test
Jordan LeeAuthorised contact · jordan@example.test
Activity history
Entity and relationship events are retained in the preview model.
Sarah K. updated entity statusToday, 09:42
Michael R. linked the entity to Coastal Property GroupYesterday, 15:10