Open Loads
3Current shipments still in execution.
CRM
Orbit Electronics
ORBIT-ELEC - Electronics - Austin, TX
WatchReviewStrategic
Estimated Revenue
$8,250Visible shipment revenue across this account.
Estimated Margin
$3,240Broker rate less carrier rate on visible loads.
Open Tasks
1Follow-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.
Update recurring quote matrix
Customer wants fresh pricing for Texas to Oklahoma data-center lanes.
Assignee: Riley Hart
Due: Apr 8, 8:00 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
Update recurring quote matrix
Broker note added
Customer expects quote responses within 30 minutes on priority data-center moves.
SHP-1015 updated to DRAFT
Austin, TX to Oklahoma City, OK
SHP-1020 updated to AT DELIVERY
Austin, TX to Tulsa, OK
SHP-1005 updated to IN TRANSIT
Austin, TX to Memphis, TN
SHP-1010 updated to CLOSED
Austin, TX to New Orleans, LA