Pamela Lyall
Person
Marchbank Couriers: documents · finance
Pamela Lyall is Marchbank Couriers' bookkeeper in Edinburgh. She handles invoices and was slow to pay the first Starter invoices. She joined the Oct 2023 and Sep 2024 pricing calls, but the evidence does not show her as the buyer.
Who they are
Insight
Current to 12 Oct 26Pamela Lyall is Marchbank Couriers' bookkeeper in Edinburgh. She handles invoices and was slow to pay the first Starter invoices. She joined the Oct 2023 and Sep 2024 pricing calls, but the evidence does not show her as the buyer.
Role: Bookkeeper with CRM role finance. She receives BB-Demo's invoices and reminders, and asked for quarterly billing on the 10 Oct 2023 call because of cash flow. She also asked on the 30 Sep 2024 call whether the price was unchanged.
Influence: Derek Imrie wanted to go through terms with her before accepting the renewal timeline, so she reviews and co-signs paperwork. Lorna Wishart speaks for product use. Pamela did not question the product or its value.
Watch: Her replies to chasers cite absence and administration issues. The evidence does not show the payment dates. The first-term discount ends at renewal, so expect price scrutiny from her.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Marchbank Couriers | Bookkeeper | finance | pamela.lyall@marchbank.example |
Activity
- 30 Sep 2024callMarchbank Couriers / BB-Demo – Renewal
+2 - 13 Jun 2024eventBB-Demo Customer Day
+17 - 19 May 2024email_threadCustomer Day, you're invited
- 8 Mar 2024email_threadInvoice INV-104-0002, outstanding
- 7 Feb 2024email_threadInvoice INV-104-0002
- 29 Jan 2024email_threadFinal reminder, implementation invoice
- 15 Jan 2024email_threadPayment reminder: INV-104-0002 (overdue)
- 3 Jan 2024email_threadPayment reminder: INV-104-0001
- 2 Jan 2024email_threadPayment reminder: INV-104-0002
- 20 Dec 2023email_threadPayment reminder, implementation invoice
- 24 Nov 2023email_threadInvoice INV-104-0002
- 24 Nov 2023invoiceINV-104-0002
- 13 Nov 2023email_threadInvoice INV-104-0001
- 13 Nov 2023invoiceINV-104-0001
- 10 Oct 2023callMarchbank Couriers / BB-Demo – Negotiation
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