bucket not setvia Not recordedDirection not recordednot confirmed as a complaint yet
$2,000
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.
Angela Federici
Angela Federici
Orlando
Audra T
2026-09-18
2026-09-15
$2,000
$200
$2,000
5d ago
2d ago
Not recorded
crm-note
What has happened so far
Angela Federici complained on 2026-09-15 — 5 days ago. They signed for $2,000 and have paid $200. Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-09-18Audra Tcame back and upgraded to msp 2k on 12months. thank you!
2026-09-18Audra Tour studio is done for the day, however, Im waiting here for her to come back with the rest of the payment. Hopefully she gets here soon
2026-09-18Audra Tshe is going home to get more cash to do msp 2k on 12months. Im surprised she is doing this. She has airbnb'd her house out for money and is living with a friend cause she has no loans in he
2026-09-15Summer Ajust booked - please move to 09/18 at 10am in Orlando Monica E - 09/15/2026 17:24 - Changed confirmed from No to Half
2026-09-15Monica EWHY DID YOU APPLY: empty nester, no responsibilities plus has always wanted to model however didn't have the opportunity to do so before OCCUPATION: freelance loan officer works remote HEIGH
2026-09-15intake scanlogged on the desk
Hardship
… APPLY: empty nester, no responsibilities plus has always wanted to model however didn't have the opportunity to do so before OCCUPATION: freelance loan officer works remote HEIGHT:5'4" HOBBIES: loves horseback riding, dancing salsa & bachata, enjoys having fun TATTOOS: no SKIN ALLERGIES: no MEDICAL CONDITIONS: breast cancer survivor OTHER NOTES: ***Client is aware we ARE NOT an agency, package prices start at $399 and needs to make a decision on the day of the shoot. We reviewed outfits and photo shoot preparations.
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $00 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 5
Audra T2026-09-18 17:25
came back and upgraded to msp 2k on 12months. thank you!
Audra T2026-09-18 17:04
our studio is done for the day, however, Im waiting here for her to come back with the rest of the payment. Hopefully she gets here soon
Audra T2026-09-18 14:51
she is going home to get more cash to do msp 2k on 12months. Im surprised she is doing this. She has airbnb'd her house out for money and is living with a friend cause she has no loans in her pipeline. But she really wants to do this. went over contract. thank you
Summer A2026-09-15 17:20
just booked - please move to 09/18 at 10am in Orlando
Monica E - 09/15/2026 17:24 - Changed confirmed from No to Half
Monica E2026-09-15 17:16
WHY DID YOU APPLY: empty nester, no responsibilities plus has always wanted to model however didn't have the opportunity to do so before
OCCUPATION: freelance loan officer works remote
HEIGHT:5'4"
HOBBIES: loves horseback riding, dancing salsa & bachata, enjoys having fun
TATTOOS: no
SKIN ALLERGIES: no
MEDICAL CONDITIONS: breast cancer survivor
OTHER NOTES:
***Client is aware we ARE NOT an agency, package prices start at $399 and needs to make a decision on the day of the shoot. We reviewed outfits and photo shoot preparations.
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 2026-09-15
Pick your name at the top of the page to work this case.