← Back to the board
Asked for a reduction

Jacob Watts D4057304

Money off via Phone Waiting on the client · 7d not confirmed as a complaint yet
$50
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 them Today, on the number on file. Emailing them Replying in writing. Making an offer A reduction or a revised plan — record it below. Checking something first The account, the product, the contract. Not with the client yet. Passing it on It belongs with another team — hand it over below. Waiting on them The ball is with the client. Set a date to chase. Leaving it for now A deliberate decision to do nothing yet. Needs a reason and a date to look again. It is finished Nothing outstanding — close it below.

Pick your name above and these become clickable.

Jacob Watts
Jacob Watts
Dallas
Rachel S
2026-09-13
$50
$100
$50
7d ago
7d ago
Phone
crm-note

What has happened so far

Jacob Watts complained on 2026-09-13 by phone — 7 days ago. They signed for $50 and have paid $100. Nobody is holding it. Nobody has recorded reading it. We answered last, 7 days ago. The ball is with them.

  1. 2026-09-13 Rachel S can not afford anything to put down no credit cards credit 580 gets paid Wednesday 400-500 down 3k financed over the next 12 months i told him 4k financed and hes worried about payment so if
  2. 2026-09-13 intake scan logged on the desk
  3. 2026-09-09 Michelle M I believe so ???? I'm really excited 9/9 Michelle M - 09/09/2026 13:54 - Changed confirmed from Attempted to Half
  4. 2026-09-09 Michelle M lm and sent text 9/9 Michelle M - 09/09/2026 11:04 - Changed confirmed from No to Attempted
  5. 2026-08-31 Michelle M He is working welder fabricator 9 years. He does gaming. He has two kids. Girl and boy. He is 5'11. wants to do voice overs and worked for a clothing copmany back in High school.They wants h
Wants cut
Rachel S - 09/13/2026 11:54 can not afford anything to put down no credit cards credit 580 gets paid Wednesday 400-500 down 3k financed over the next 12 months i told him 4k financed and hes worried about payment so if he calls Wednesday im confident 3k financed will close him

Evidence gathered 2026-09-19

How they pay

No payment schedule on file for this reference.

Square has taken $0 0 payments
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
  • Rachel S 2026-09-13 11:54
    can not afford anything to put down no credit cards credit 580 gets paid Wednesday 400-500 down 3k financed over the next 12 months i told him 4k financed and hes worried about payment so if he calls Wednesday im confident 3k financed will close him
  • Michelle M 2026-09-09 13:30
    I believe so ???? I'm really excited 9/9 Michelle M - 09/09/2026 13:54 - Changed confirmed from Attempted to Half
  • Michelle M 2026-09-09 11:04
    lm and sent text 9/9 Michelle M - 09/09/2026 11:04 - Changed confirmed from No to Attempted
  • Michelle M 2026-08-31 17:21
    He is working welder fabricator 9 years. He does gaming. He has two kids. Girl and boy. He is 5'11. wants to do voice overs and worked for a clothing copmany back in High school.They wants him to work for them modeling but didnt work out. zip on card 76856

What happens next

  1. Establish their position Debt collection
  2. Make the offer Debt collection
  3. Confirm the new amount in writing Debt collection must be done to close

Who has had it

  • intake scan logged 2026-09-13

Pick your name at the top of the page to work this case.