Sample workspace for Jordan Lee at Lee Advisory. You can click around. Nothing here is saved or sent.
Nora Blake
nora.blake@example.com
Recurring
This client is not on a recurring list.
One-offs
Use this for a single email, even if it is years away.
No one-off emails.
Personal dates
Use this for a date that belongs to this person and repeats every year, such as a birthday or an insurance anniversary.
No personal dates.
History
Older successful notes are not kept here. They stay in your Gmail Sent folder.
Nothing has been sent to this client yet.