Open Loads
3Current shipments still in execution.
CRM
Harbor Home Goods
HARBOR-HOME - Consumer Goods - Seattle, WA
At RiskHoldCore
Estimated Revenue
$7,155Visible shipment revenue across this account.
Estimated Margin
$1,725Broker 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.
Resolve credit hold before next premium load
Coordinate with finance and customer AP lead.
Assignee: Casey Morgan
Due: Apr 4, 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
Resolve credit hold before next premium load
Pinned broker note
Credit team requested shipment release review before booking new premium lanes.
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