Scheduling the next demo session

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Logistical: Lewis Kerr proposes a second demo session for credit control and regional directors in the first full week after New Year. There is no customer response in the thread.

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Current to 13 Oct 26

Logistical: Lewis Kerr proposes a second demo session for credit control and regional directors in the first full week after New Year. There is no customer response in the thread.

Ask: Lewis wants Deepa Chauhan to pick days and name the credit control and regional attendees. Hannah Lowe would run about an hour and a half on a sample of Merriott Lyle's own trade accounts.

Customer view: none is recorded, as Deepa does not reply here.

Next: Lewis sends invitations and an agenda once he has names.

AI · claude-sonnet-5-5 · 13 Oct 2026

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Updated 9 Oct 26

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First message2024-12-23

Last message2024-12-23

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Lewis Kerr 23 Dec 2024 15:18
to Deepa Chauhan
Hello Deepa, Following my note to you and Tariq earlier today, I wanted to write to you directly about the next session. I understand you would like credit control and a couple of the regional directors to see the account view before anything is decided. Hannah can run a session of about an hour and a half, built around a sample of your own trade accounts, showing how a dispute, a call and an invoice sit together for one customer. I would suggest the first full week back after New Year, if that suits people. Could you let me know which days work, and who should be invited from credit control and the regions? I will send the invitations and a short agenda once I have the names. Kind regards, Lewis Lewis Kerr Account Executive, BG-Demo

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