Open Loads
4Current shipments still in execution.
CRM
Nova Retail Group
NOVA-RETAIL - Retail - Atlanta, GA
WatchReviewPriority
Estimated Revenue
$10,410Visible shipment revenue across this account.
Estimated Margin
$2,420Broker rate less carrier rate on visible loads.
Open Tasks
2Follow-up work still assigned on this account.
Account Overview
Broker-facing account settings
Update the customer record, follow-up date, and current health signals.
Contacts
Customer contacts
Maintain shipping, AP, claims, and after-hours contacts for the account.
Tasks
Follow-up work
Track account actions, ownership, and due dates without leaving the CRM.
Call customer about spring rollout service failures
Walk through two recent exceptions and confirm escalation contacts.
Assignee: Jordan Ellis
Due: Apr 5, 6:00 PM
Confirm revised payment expectations
AP asked for remittance timeline after two delayed payments.
Assignee: Taylor Brooks
Due: Apr 8, 7:00 PM
Recent Shipments
Shipment history
Jump into recent loads and keep customer service context close to the account.
Activity
Account timeline
Recent broker notes, shipment events, and task changes tied to this customer.
Task created
Call customer about spring rollout service failures
Pinned broker note
Customer flagged service misses on two spring rollout loads and wants proactive ETA calls on all open store fixtures.
Task created
Confirm revised payment expectations
SHP-MW-2102 updated to DELAYED
Atlanta, GA to Birmingham, AL
SHP-1012 updated to ASSIGNED
Atlanta, GA to Birmingham, AL
SHP-1002 updated to TENDERED
Atlanta, GA to Orlando, FL
SHP-1007 updated to AT DELIVERY
Atlanta, GA to Charlotte, NC
SHP-1017 updated to INVOICED
Atlanta, GA to Nashville, TN
SHP-MW-2101 updated to DELIVERED
Atlanta, GA to Charlotte, NC