North Shore Beverage Co.
Modified 2026-05-12
Basics
What kind of customer this is and how we describe them.
Where they are
Territory drives reporting; country + city help Mark route context.
Contact + ownership
Primary contact details + internal owners (drive who Mark notifies).
Comma-separated. Mark routes inbound mail/chat to this customer when sender matches.
Drive folders
Two distinct folders. The internal one is for our team; the customer-facing one is what they see when they sign into the portal.
Team-only. Holds our notes, working drafts, inbound emails, ops paperwork.
The Drive folder we share with the customer — usually named "Shared with [customer]" or "Shared folder". Powers the portal /documents embed. Typical layout: Technical / Shipping / Administrative / Financials, then per-quote subfolders.
Other links + integrations
Chat space, CRM cross-ref, pre-sale inquiry form.
Only when there's a live project with a dedicated Chat room. Otherwise leave blank — Mark falls back to the CRM email thread.
Pre-sale Inquiry Sheet (wholesale onboarding) link.
Agreements
Drive links to signed legal docs. Leave empty when not applicable.
Distributor
Flag + terms. Sub-fields appear once Is distributor is on.
Money + tax
Defaults applied when we draft a Quote / Sales Order / Invoice for this customer.
Internal notes
Background, history, gotchas. Visible to internal team only — never shown on the portal.
Saves on blur. Press Esc to revert.
Active projects
No projects for this customer.
Recent sales orders
| Order | Date | Status | Total |
|---|---|---|---|
| SO-BB-0080 | 2026-08-12 | Draft | USD 15,000 |
| SO-BB-0083 | 2026-05-30 | To Deliver | USD 15,250 |
Portal accounts
No portal accounts yet for this customer.
Contacts
- Kevin Doyleprimarykevin.doyle@saltmarshtavern.demo
- Brian Fossbrian.foss@saltmarshtavern.demo
- Diane Marshprimarydiane.marsh@granitecoast.demo
- Frank Delgadoprimaryfrank.delgado@seabrookbeverage.demo
- Meredith Coleprimarymeredith.cole@wentworthharbourhotel.demo
- Tom Ashworthtom.ashworth@wentworthharbourhotel.demo
- Lena Cortezprimarylena.cortez@cobblestonemarket.demo
- Marc Ferreiraprimarymarc.ferreira@rustycleat.demo
- Grace Oyelaranprimarygrace.oyelaran@piscataquapackage.demo
- Kenji Aoyamaprimarykenji.aoyama@riverbendpublichouse.demo
- Gary Petronisprimarygary.petronis@northshorebeverage.demo
- Ruth Kaminskiprimaryruth.kaminski@fieldstonegrocers.demo
- Devon Piercedevon.pierce@fieldstonegrocers.demo
- Alain Boudreauprimaryalain.boudreau@anchorlinegrille.demo
- Soo-jin Parkprimarysoojin.park@kennebunkfinewine.demo