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SARAH CHEN
Westcoast Events Co.BOOKEDMay 15, 2026
// Activity Timeline
ACTIVITY
SystemLead created
New inquiry received via website contact form.
SystemFeb 10, 2026 at 9:15 AM
EmailInitial outreach sent
Sent intro email with venue info pack and availability for May 2026.
MartynaFeb 11, 2026 at 2:30 PM
NoteTour completed
Sarah visited with her event planner. Loved the main hall and mezzanine. Wants both spaces for the gala. Discussed catering options and AV setup. Very enthusiastic.
MartynaFeb 18, 2026 at 4:00 PM
StatusStage changed to Quoted
Quote sent: $8,500 for main hall + mezzanine, full day rental with setup/teardown.
MartynaFeb 20, 2026 at 11:45 AM
ContractContract sent via DocuSeal
Event Rental Agreement sent for signature. Includes deposit terms ($2,500 due on signing).
MartynaFeb 25, 2026 at 10:00 AM
InvoiceDeposit invoice paid
Deposit of $2,500 received via e-transfer. Balance of $6,000 due 14 days before event.
MartynaMar 1, 2026 at 9:30 AM
// Add Note
// Contact
NameSarah Chen
Emailsarah@westcoastevents.ca
Phone(604) 555-0142
CompanyWestcoast Events Co.
// Event Details
TypeCorporate Gala
DateMay 15, 2026
Guest Count150
SpacesMain Hall + Mezzanine
// Financial
Quoted$8,500
Deposit
$2,500Paid
Total$8,500
// Assigned ToMartyna
// Contracts
CONTRACTS
| Contract | Status | Sent | Signed |
|---|---|---|---|
| Event Rental Agreement | COMPLETED | Feb 25, 2026 | Feb 27, 2026 |
// Invoices
INVOICES
| Invoice | Status | Amount | Date |
|---|---|---|---|
| Deposit | PAID | $2,500 | Mar 1, 2026 |
| Balance | SENT | $6,000 | Mar 5, 2026 |