Out of the contractvia Not recordedDirection not recordednot confirmed as a complaint yet
$500
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.
Chelsea Ikowe
Chelsea Ikowe
Dallas
Elly R
—
2026-09-10
$500
$1,000
$500
10d ago
10d ago
Not recorded
crm-note
What has happened so far
Chelsea Ikowe complained on 2026-09-10 — 10 days ago. They signed for $500 and have paid $1,000. Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-09-10Alecia HOk thanks hon.
2026-09-10Elly RShe was very quite and not sure what she wants to do in life yet, just started job and very concerned about money. No monthly payment was an option. 10 images today and understands fully can
2026-09-10intake scanlogged on the desk
2026-09-09Alecia HMissed and paid a Hundred. So she have a hundred for deposit. Alecia H - 09/09/2026 11:56 - Changed confirmed from No to Full
2026-09-09Alecia HChelsea, Work full time with a life insurance Agency, Not married and know Kids, She like to read and go on hikes! Just started thinking about modeling.
Cancel contract
Elly R - 09/10/2026 12:46 She was very quite and not sure what she wants to do in life yet, just started job and very concerned about money. No monthly payment was an option. 10 images today and understands fully can not cancel
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $5003 payments, 2026-09-09 to 2026-09-10
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 4
Alecia H2026-09-10 15:24
Ok thanks hon.
Elly R2026-09-10 12:46
She was very quite and not sure what she wants to do in life yet, just started job and very concerned about money. No monthly payment was an option. 10 images today and understands fully can not cancel
Alecia H2026-09-09 11:56
Missed and paid a Hundred. So she have a hundred for deposit.
Alecia H - 09/09/2026 11:56 - Changed confirmed from No to Full
Alecia H2026-09-09 11:55
Chelsea, Work full time with a life insurance Agency, Not married and know Kids, She like to read and go on hikes! Just started thinking about modeling.
What happens next
Call the clientCustomer service
Offer retentionCustomer service
Confirm in writing to the clientCustomer servicemust be done to close
Who has had it
intake scan logged 2026-09-10
Pick your name at the top of the page to work this case.