Customers
Read-only over Pinnacle · as of 31 Aug · updates land overnight.
Accounts
6
in this view
On credit hold
1
sales blocked
At risk
2
>60 days quiet
Contactable
4
email + deliverable
Accounts needing action
Credit holds and quiet accounts first
Ironbridge Civil is on credit hold
Sales blocked until the balance clears · Marcus Boyd
Redpath Mining Services — quiet for 193 days
Past at-risk benchmark of 60 days · winback candidate · Tom Reyes
Connected record
Pick a Pinnacle account — its quotes, website activity and the rep's VinMatch usage light up together. Fields shown as the yard typed them.
Pinnacle (YMS)
The customer file as the yard typed it
Never populated in YMS
Never populated in YMS
Quotes
1 on this file
Website activity (Chirpy)
1 event on this phone number
Website has it — YMS does not
Website has it — YMS does not
VinMatch (the rep, not the customer)
Activity for Sam Kovacs
Using VinMatch. People at the yard, never joined to customers.
Website leads with no Pinnacle file
4 rows that cannot be joined — create the account in Pinnacle first, then the custcode links them.
lead_cit09
Blank in Pinnacle
Cannot join without it
lead_mia01
lead_lis02
Cannot join without it
lead_chr00
Cannot join without it
The book
Contact readiness on every row
| Customer | Rep | YTD spend | Last order | Readiness |
|---|---|---|---|---|
| BlueHill Construction | Dana Whitfield | $61k | 7d ago | Contactable |
| Ironbridge Civilhold | Marcus Boyd | $19k | 109d ago | Phone only |
| Cascade Haulage | Priya Nair | $44k | 21d ago | Contactable |
| Redpath Mining Services | Tom Reyes | $12k | 193d ago | Unreachable |
| Hale & Sons Contracting | Dana Whitfield | $38k | 2d ago | Contactable |
| Meridian Earthworks | Grace Lund | $30k | 41d ago | Contactable |