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Matt Cruse
Profile
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Sales To Date This Month
26/40
57%
Pipeline Value
£18,000
Pipeline Commission
£1,800
Todays Scheduled Actions
9
5
Cold
£2,000
5
Warm
£6,000
5
Hot
£5,000
5
Pending Docs
£5,000
Action type
Select an action type
Customer care
Note
Recruitment
Email, SMS or App
Key Accounts
Action nature
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Lead Query
Suspension
Expired documents / insurance
App Issues
Cancellation request
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Account Amendment
Change of contract
Allocated account manager
Account Features
Consumer Complaint
Pro Complaint
2 day check (Smart Local)
2 day check (Connect)
Cancellation
Weekend suspend
Account manager check
Expired documents / Trade Association
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Hot Prospect (Brut)
Duplicate
Awaiting Documents
Future Opportunity
Awaiting Card Details
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today
Apr 11 – 17, 2022
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Tue 4/12
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Wed 4/13
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Sun 4/17
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