USPTO serial 90324558
VERITY DIALOG
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 19, 2023
- Examiner
- STEIN, JAMES W
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Daniel S. Polley
Daniel S. Polley DANIEL S. POLLEY, P.A.8185 VIA ANCHO ROAD#880148BOCA RATON, FL 33488Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Customer relationship management (CRM) communication platform in the nature of providing temporary use of online non-downloadable software and Software as a Service (SaaS) services featuring software for use in managing customer relationship management (CRM) communications and managing customer relations; online customer relationship management (CRM) communication platform in the nature of providing temporary use of online non-downloadable software and Software as a Service (SaaS) services featuring software for use in managing customer relationship management (CRM) communications and managing customer relations; online communication platform in the nature of providing temporary use of online non-downloadable software and Software as a Service (SaaS) services featuring software for use in managing customer relationship management (CRM) communications and managing customer relations; online platform for facilitating record management in the nature of providing temporary use of online non-downloadable software and Software as a Service (SaaS) services featuring software for use in managing customer relationship management (CRM) communications and managing customer relations; online platform for facilitating record management for multiple types of constituents and multiple activity types in the nature of providing temporary use of online non-downloadable software and Software as a Service (SaaS) services featuring software for use in managing customer relationship management (CRM) communications and managing customer relations; online platform for facilitating, managing, prioritizing, organizing, routing and distributing leads and for communicating with constituents through inbound and click-to-dial outbound voice calls, inbound and outbound SMS/MMS messages, email, chat, and video conferencing in the nature of providing temporary use of online non-downloadable software and Software as a Service (SaaS) services featuring software for use in managing customer relationship management (CRM) communications and managing customer relations; Providing temporary use of online non-downloadable computer software for facilitating phone number provisioning and assignment to people or campaigns, facilitating inbound communication from constituents via voice from inbound queues with custom greetings and voicemail, facilitating inbound communication from constituents via chat and SMS/MMS, configuring workflows for the purpose of automating communication in response to user actions, facilitating task management with automated task reservation and delegation, building filtered lists, building automated list segmenting, building planned or contingent actions to facilitate scheduled communication with constituents over time via email, text, and phone tasks, product allows for building custom communication templates for email, phone greetings, SMS/MMS, chat, and notes, building custom embeddable forms and landing pages for gathering request for contact or facilitating web appointment requests, building drip and on demand campaigns for phone tasks, emails, and text messages, facilitating calendar activities for event scheduling with automated confirmations and reminders, facilitating real time push notifications for time sensitive events, and facilitating dashboards, scorecards, and detailed real-time, historical, and snapshot detailed reports for communication related activities and user performance; Providing a website featuring non-downloadable software for facilitating phone number provisioning and assignment to people or campaigns, facilitating inbound communication from constituents via voice from inbound queues with custom greetings and voicemail, facilitating inbound communication from constituents via chat and SMS/MMS, configuring workflows for the purpose of automating communication in response to user actions, facilitating task management with automated task reservation and delegation, building filtered lists, building automated list segmenting, building planned or contingent actions to facilitate scheduled communication with constituents over time via email, text, and phone tasks, product allows for building custom communication templates for email, phone greetings, SMS/MMS, chat, and notes, building custom embeddable forms and landing pages for gathering request for contact or facilitating web appointment requests, building drip and on demand campaigns for phone tasks, emails, and text messages, facilitating calendar activities for event scheduling with automated confirmations and reminders, facilitating real time push notifications for time sensitive events, and facilitating dashboards, scorecards, and detailed real-time, historical, and snapshot detailed reports for communication related activities and user performance; Providing on-line, non-downloadable, Internet-based software application for facilitating phone number provisioning and assignment to people or campaigns, facilitating inbound communication from constituents via voice from inbound queues with custom greetings and voicemail, facilitating inbound communication from constituents via chat and SMS/MMS, configuring workflows for the purpose of automating communication in response to user actions, facilitating task management with automated task reservation and delegation, building filtered lists, building automated list segmenting, building planned or contingent actions to facilitate scheduled communication with constituents over time via email, text, and phone tasks, product allows for building custom communication templates for email, phone greetings, SMS/MMS, chat, and notes, building custom embeddable forms and landing pages for gathering request for contact or facilitating web appointment requests, building drip and on demand campaigns for phone tasks, emails, and text messages, facilitating calendar activities for event scheduling with automated confirmations and reminders, facilitating real time push notifications for time sensitive events, and facilitating dashboards, scorecards, and detailed real-time, historical, and snapshot detailed reports for communication related activities and user performance; Software as a Service (SaaS) services featuring software for facilitating phone number provisioning and assignment to people or campaigns, facilitating inbound communication from constituents via voice from inbound queues with custom greetings and voicemail, facilitating inbound communication from constituents via chat and SMS/MMS, configuring workflows for the purpose of automating communication in response to user actions, facilitating task management with automated task reservation and delegation, building filtered lists, building automated list segmenting, building planned or contingent actions to facilitate scheduled communication with constituents over time via email, text, and phone tasks, product allows for building custom communication templates for email, phone greetings, SMS/MMS, chat, and notes, building custom embeddable forms and landing pages for gathering request for contact or facilitating web appointment requests, building drip and on demand campaigns for phone tasks, emails, and text messages, facilitating calendar activities for event scheduling with automated confirmations and reminders, facilitating real time push notifications for time sensitive events, and facilitating dashboards, scorecards, and detailed real-time, historical, and snapshot detailed reports for communication related activities and user performance; Software as a Service (SaaS) services featuring services featuring software for use in applicant, student, parent/guardian, and/or employer portals for submitting personal, employment, health, academic, and/or financial information for the purpose of accessing and e-signing documents, student enrollment, enrollment documentation, processing payments, form builders with drag and drop components for database and custom field values for the purpose of building surveys and electronic documents and forms, workflows for document requirements at the educational location and program of enrollment levels with intelligent management of surveys, documents, and signature routing, enrollment and document submission management with real-time notifications, events for workflow progress monitoring, approval and rejection capabilities and triggering communication via email, text message, and tasks, and for allowing applicant and/or student documents to be sent, signed, and accessed by others and for allowing applicant and/or student documents to be sent, signed and accessed by others for references, resumes, internships, externship sites, attendance and classwork submissions; Providing a website featuring non-downloadable software for use in applicant, student, parent/guardian, and/or employer portals for submitting personal, employment, health, academic, and/or financial information for the purpose of accessing and e-signing documents, applicant and/or student enrollment, enrollment documentation, processing payments, form builders with drag and drop components for database and custom field values for the purpose of building surveys and electronic documents and forms, workflows for document requirements at the educational location and program of enrollment levels with intelligent management of surveys, documents, and signature routing, enrollment and document submission management with real-time notifications, events for workflow progress monitoring, approval and rejection capabilities and triggering communication via email, text message, and tasks, and for allowing applicant and/or student documents to be sent, signed, and accessed by others and for allowing applicant and/or student documents to be sent, signed and accessed by others for references, resumes, internships, externship sites, attendance and classwork submissions; Providing on-line, non-downloadable, Internet-based software application for use in applicant, student, parent/guardian, and/or employer portals for submitting personal, employment, health, academic, and/or financial information for the purpose of accessing and e-signing documents, applicant and/or student enrollment, enrollment documentation, processing payments, form builders with drag and drop components for database and custom field values for the purpose of building surveys and electronic documents and forms, workflows for document requirements at the educational location and program of enrollment levels with intelligent management of surveys, documents, and signature routing, enrollment and document submission management with real-time notifications, events for workflow progress monitoring, approval and rejection capabilities and triggering communication via email, text message, and tasks, and for allowing applicant and/or student documents to be sent, signed, and accessed by others and for allowing applicant and/or student documents to be sent, signed and accessed by others for references, resumes, internships, externship sites, attendance and classwork submissions; Providing an Internet portal for use in applicant, student, parent/guardian, and/or employer portals for submitting personal, employment, health, academic, and/or financial information for the purpose of accessing and e-signing documents, applicant and/or student enrollment, enrollment documentation, processing payments, form builders with drag and drop components for database and custom field values for the purpose of building surveys and electronic documents and forms, workflows for document requirements at the educational location and program of enrollment levels with intelligent management of surveys, documents, and signature routing, enrollment and document submission management with real-time notifications, events for workflow progress monitoring, approval and rejection capabilities and triggering communication via email, text message, and tasks, and for allowing applicant and/or student documents to be sent, signed, and accessed by others and for allowing applicant and/or student documents to be sent, signed and accessed by others for references, resumes, internships, externship sites, attendance and classwork submissions in the nature of providing an Internet website portal in the fields of educational technology for delivering applications, middleware integrations and data; Providing an Internet website portal for use in applicant, student, parent/guardian, and/or employer portals for submitting personal, employment, health, academic, and/or financial information for the purpose of accessing and e-signing documents, applicant and/or student enrollment, enrollment documentation, processing payments, form builders with drag and drop components for database and custom field values for the purpose of building surveys and electronic documents and forms, workflows for document requirements at the educational location and program of enrollment levels with intelligent management of surveys, documents, and signature routing, enrollment and document submission management with real-time notifications, events for workflow progress monitoring, approval and rejection capabilities and triggering communication via email, text message, and tasks, and for allowing applicant and/or student documents to be sent, signed, and accessed by others and for allowing applicant and/or student documents to be sent, signed and accessed by others for references, resumes, internships, externship sites, attendance and classwork submissions in the nature of providing an Internet website portal in the fields of educational technology for delivering applications, middleware integrations and data; Providing temporary use of online non-downloadable software for use in applicant, student, parent/guardian, and/or employer portals for submitting personal, employment, health, academic, and/or financial information for the purpose of accessing and e-signing documents, applicant and/or student enrollment, enrollment documentation, processing payments, form builders with drag and drop components for database and custom field values for the purpose of building surveys and electronic documents and forms, workflows for document requirements at the educational location and program of enrollment levels with intelligent management of surveys, documents, and signature routing, enrollment and document submission management with real-time notifications, events for workflow progress monitoring, approval and rejection capabilities and triggering communication via email, text message, and tasks, and for allowing applicant and/or student documents to be sent, signed, and accessed by others and for allowing applicant and/or student documents to be sent, signed and accessed by others for references, resumes, internships, externship sites, attendance and classwork submissions; Electronic data storage; storage of documents in individual and document hubs with view and download capabilities; Software as a Service (SaaS) services featuring software for storage of documents in individual and document hubs with view and download capabilities; all of the foregoing in the field of higher education pertaining to student recruiting, admissions and enrollment, student educational, attendance and financial records, student housing, alumni affairs, and continuing education; none of the foregoing in the fields of pharmaceuticals, healthcare, or the Federal 340B pharmaceutical program | ACTIVE | Dec 24, 2020 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 19, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Sep 19, 2023 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Aug 15, 2023 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 14, 2023 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 22, 2023 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 21, 2023 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jun 28, 2023 | IUAF | USE AMENDMENT FILED | — |
| Jun 28, 2023 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jun 23, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 21, 2023 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jun 21, 2023 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jun 21, 2023 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Dec 20, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 16, 2022 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Dec 16, 2022 | EXT1 | SOU EXTENSION 1 FILED | — |
| Dec 16, 2022 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jun 21, 2022 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Apr 26, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 26, 2022 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Apr 6, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 22, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 21, 2022 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 21, 2022 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 21, 2022 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 21, 2022 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 2, 2022 | RDX3 | NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED | — |
| Mar 2, 2022 | RDX1 | ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED | — |
| Mar 2, 2022 | RRDX | ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED | — |
| Feb 28, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 28, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 28, 2022 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Sep 30, 2021 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Sep 30, 2021 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Sep 30, 2021 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Sep 28, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 27, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 27, 2021 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 29, 2021 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 29, 2021 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 29, 2021 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 18, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 17, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 20, 2020 | NWAP | NEW APPLICATION ENTERED | — |