Money offvia Not recordedWaiting on the client · 1dnot confirmed as a complaint yet
$700
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.
Sarvesh Sathish Poondi
Sathish Poondi
Dallas
Lauren B
—
2026-09-19
$700
$1,400
$700
1d ago
1d ago
Not recorded
crm-note
What has happened so far
Sathish Poondi complained on 2026-09-19 — 1 days ago. They signed for $700 and have paid $1,400. Nobody is holding it.Nobody has recorded reading it. We answered last, 1 days ago. The ball is with them.
2026-09-19intake scanlogged on the desk
Wants cut, We offered
… 50 booking deposit they want to go home and talk about it before committing, he really tried to work me down on pricing but we ended up with this and I told him we can do MODEL START for 3K, their remaining blanace would be $2,300 if they upgrade and told them to call asap if theyd like to do this. I did tell them we can waive their taxes and fees and just do that package for the 3k in total. So maybe follow up with them on Monday <3 this is a really good lead, great job Bari!
Evidence
Nothing gathered for this reference yet.
What happens next
Establish their positionDebt collection
Make the offerDebt collection
Confirm the new amount in writingDebt collectionmust be done to close
Who has had it
intake scan logged 2026-09-19
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