Customers
Pipeline
Where this customer is, from Lead to Review, and what to do next.
Where and How
Pipeline
Customers › Customers › Customer (top)
Where this customer is, from Lead to Review, and what to do next.
What It Does
Shows opt-outs (the stage line, dates and next step are in the green header at the top), lifetime value, win ratio, balance and, if you can See Profit, the 12-month margin (red below 15%, green above 30%). Labor is estimated until Time Clock is on. Drive per Visit comes from the drive times Route records (Drive to Start).
What It Changes
Log Call saves a call to the Comms history and Stage History. Nothing is ever dropped or deleted.
How to Use
- Read the line.
- Tap the Next step.
- Use Log Call after a phone call.
- Open Stage History to see every move.
From the same help as the card in the app.