PELIKAN
FY27 Sales · S. Pelikan
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PELIKAN
FY27 · S. Pelikan
Edit Stop
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Steve Pelikan — Jacksonville, FL
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Youmans & Gardner
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Visit Details
Stop Type
Visit
Call
Scheduled Meeting
Date
Contact Name
Action Type
— None —
Stop In
Drop Materials
Referred - Follow Up Call
Email
Phone Call
Appointment Set
Other
Stop Notes
Stop Memo
Contacts Engaged
(optional)
Ashley Gardner
— CPA
Big 6 Talking Points
(optional)
4 Ways to Partner
Interested
Neutral
Not Interested
Merchant Services
Interested
Neutral
Not Interested
401k/Retirement
Interested
Neutral
Not Interested
PEO
Interested
Neutral
Not Interested
HR 650
Interested
Neutral
Not Interested
Payroll/WC
Interested
Neutral
Not Interested
Notes
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Phone
Email
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Contacts
Ashley Gardner
Notes
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