Money backvia Not recordedDirection not recordednot confirmed as a complaint yet
$4,000
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.
Kreighton Davis
Kiarah Phillips
Dallas
Elly R
—
2026-08-31
$4,000
$8,000
$4,000
20d ago
16d ago
Not recorded
crm-note
What has happened so far
Kiarah Phillips complained on 2026-08-31 — 20 days ago. They signed for $4,000 and have paid $8,000. Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-09-04Elly RThanks Michelle! Sweet kid, hes excited to get moving. MSP PIF, mom may do the MSP pro later at 4300, did not want to do that today.
2026-08-31Natalia GranadoIssued deposit refund
2026-08-31intake scanlogged on the desk
2026-08-26Michelle MHe hasn't planned anything yet. When I get home from Mexico we'll get it together8/26 Michelle M - 08/26/2026 13:05 - Changed confirmed from Attempted to Half
2026-08-26Michelle MLm and sent text 8/26 Michelle M - 08/26/2026 12:32 - Changed confirmed from No to Attempted
2026-08-19Michelle MHe has his own clothing line.. Mom helps business owners with their benifits/ Insurance. He is 5'7 He does football, track, golf and they like to travel. Loves swimming.
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 5
Elly R2026-09-04 11:39
Thanks Michelle! Sweet kid, hes excited to get moving. MSP PIF, mom may do the MSP pro later at 4300, did not want to do that today.
Natalia Granado2026-08-31 11:51
Issued deposit refund
Michelle M2026-08-26 13:05
He hasn't planned anything yet. When I get home from Mexico we'll get it together8/26
Michelle M - 08/26/2026 13:05 - Changed confirmed from Attempted to Half
Michelle M2026-08-26 12:32
Lm and sent text 8/26
Michelle M - 08/26/2026 12:32 - Changed confirmed from No to Attempted
Michelle M2026-08-19 15:47
He has his own clothing line.. Mom helps business owners with their benifits/ Insurance. He is 5'7 He does football, track, golf and they like to travel. Loves swimming.
What happens next
Read the evidence and decide the positionCustomer service
Decide the outcomeManagementmust be done to close
Confirm with the clientCustomer servicemust be done to close
Who has had it
intake scan logged 2026-08-31
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