bucket not setvia Not recordedWaiting on the client · 22dnot confirmed as a complaint yet
$250
nobody is holding this
Who are you?Pick your name so this desk can record that you read it and what you did.
What are you doing about it?
Calling themToday, on the number on file.Emailing themReplying in writing.Making an offerA reduction or a revised plan — record it below.Checking something firstThe account, the product, the contract. Not with the client yet.Passing it onIt belongs with another team — hand it over below.Waiting on themThe ball is with the client. Set a date to chase.Leaving it for nowA deliberate decision to do nothing yet. Needs a reason and a date to look again.It is finishedNothing outstanding — close it below.
Pick your name above and these become clickable.
Princewill Onyeka
Princewill Onyeka
Chicago
Megan B
2026-08-29
2026-08-29
$250
$50
$250
22d ago
22d ago
Not recorded
crm-note
What has happened so far
Princewill Onyeka complained on 2026-08-29 — 22 days ago. They signed for $250 and have paid $50, with no instalment plan started. Nobody is holding it.Nobody has recorded reading it. We answered last, 22 days ago. The ball is with them.
2026-08-29Megan BSaved the No Sale to 4 images- REALLY struggling to make decision. Isnt working, FT student and has no $. I told them Id make a note - very interested in MSP.
2026-08-29intake scanlogged on the desk
2026-08-26Edmond MHe is a Ft student and also works on campus ft... he is a very smart guy and likes his studies and learning new things... spends most of his time doing readings, learning new skills, family,
Hardship
Megan B - 08/29/2026 16:10 Saved the No Sale to 4 images- REALLY struggling to make decision. Isnt working, FT student and has no $. I told them Id make a note - very interested in MSP.
Evidence gathered 2026-09-19
How they pay
No instalments scheduled — finance has not started. $50 taken up front, $200 outstanding.
never
0of 0 · $0
0
$50
$200
—
Square has taken $501 payment, 2026-08-26 to 2026-08-26 · 1 scheduled, not charged
Agrees with the CRM.
Correspondence with the client 0 — emails and anything quoted back, in full
No email or quoted message on this account.
Email AI
Nothing here is tagged as Email AI — and it would not be:
no note in the CRM carries an AI marker, and there is no automated author among the 246
people who write notes. So this cannot yet tell you whether Email AI handled this client.
The moment Email AI stamps what it writes (anything will do — an [AI] prefix),
its messages appear here and every past thread re-sorts on the next gather.
Internal notes 2
Megan B2026-08-29 16:10
Saved the No Sale to 4 images- REALLY struggling to make decision. Isnt working, FT student and has no $. I told them Id make a note - very interested in MSP.
Edmond M2026-08-26 18:42
He is a Ft student and also works on campus ft... he is a very smart guy and likes his studies and learning new things... spends most of his time doing readings, learning new skills, family, cooking and swimming...
Guest - Wife- Wynter Green
knows packages start at $399
knows decision needs to be made
knows we are not an agency
Edmond M - 08/26/2026 18:42 - Changed confirmed from No to Full
What happens next
Call the clientCustomer service
Walk them through the agreementCustomer servicemust be done to close
Confirm in writingCustomer servicemust be done to close
Who has had it
intake scan logged 2026-08-29
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