Reports

Relationship activity, missed accounts, and weekly rhythm.

This Week

9

Interactions

8

Customers

7

Not touched

Weekly Touch List

Tap a week to see who was touched and who went ice cold.

7

Ice Cold Action Board

Urgency first — not alphabet first.

7

3

No Touch Yet

3

Overdue

5

High Value

0

VIP

Heatmap display

Rolling 7-Day Heat Map

Green dots mark touches across the last 7 days.

Customer
F
S
S
M
T
W
T
Archway Wholesale
Atlas Supply Co.
Blue Line Services
Cornerstone Retail
Fulton Garden Supply
Glass City Logistics
Greenfield Partners
Harbor Point Market
Manhattan Supply Co.
Metro Office Group
Northline Hospitality
Oak Ridge Market
Prime Property Group
Summit Pantry Group
Valley Provisions

Quiet List

Blue Line Services8d ago
Fulton Garden SupplyNo touch yet
Glass City LogisticsNo touch yet
Metro Office Group13d ago
Oak Ridge MarketNo touch yet