Anonymize

Sarah Whitfield

At risk

Sales Associate · Broken Arrow · CB Select · 3.1 yrs

Email: sarah.whitfield@demo-cbselect.example
Phone: (405) 555-0116
License: #166182
Expires: Jun 30, 2028Verified · OREC
Birthday: May 23
Anniversary: Sep 21 · since 2023
Connected systems

▲ 13%

2026

9

2025

8

2024

12

Last contact: today · 1 conversation · 1 note

Sarah is eager but feels lost with the CRM. Offer a 30-minute walkthrough.
Concern · Marisol Pruitt · Aug 28, 2026

Receipts · MR-2214

Marketing desk · Oct 13 – Oct 22 · 9 days end to end · longest wait 6 days

Request submitted
Oct 13 · 9:12 AM
5 h 28 min
Marketing replied
Oct 13 · 2:40 PM
20 h 25 min
Proof sent
Oct 14 · 11:05 AM
6 days
2 reminders
Proof approved
Oct 20 · 4:48 PM
41 h 27 min
Delivered
Oct 22 · 10:15 AM

Oct 2026

Oct 27
9:31 AM
Oct 27
9:30 AM
Oct 27
8:52 AM
Oct 24
2:15 PM
Oct 24
6 AM
Oct 23
4 PM
Oct 22
10:15 AM
Oct 20
4:48 PM
Oct 20
1:30 PM
Oct 20
9:30 AM
Oct 19
9 AM
Oct 16
9 AM
Oct 14
11:05 AM
Oct 13
2:40 PM
Oct 13
9:30 AM
Oct 13
9:12 AM
Oct 12
4 PM
Oct 6
9:30 AM
Oct 2
2 PM

Sep 2026

Sep 29
9:30 AM
Sep 26
11 AM
Sep 23
2:56 AM
Sep 22
9:30 AM
Sep 19
12:33 PM
Sep 19
11 AM
Sep 16
8:53 PM
Sep 15
11:22 AM
Sep 15
9:30 AM
Sep 15
5:14 AM
Sep 14
11 AM
Sep 8
9:30 AM

Aug 2026

Aug 28
8:30 PM
Sarah is eager but feels lost with the CRM. Offer a 30-minute walkthrough.
Note · concern · Marisol Pruitt
Aug 26
10:21 AM
Aug 14
10 AM
Aug 14
10 AM
Aug 13
8:42 PM
Aug 11
4 PM
Aug 10
5:24 AM

Jul 2026

Jul 8
4 PM

Jun 2026

Jun 28
4 PM
Jun 9
9:30 AM

May 2026

May 20
11 AM
May 15
4 PM

Apr 2026

Apr 24
4 PM
Apr 21
9:30 AM
Apr 14
9:30 AM
Apr 5
3:46 PM

Mar 2026

Mar 25
4 PM
Mar 3
9:30 AM

Feb 2026

Feb 6
4 PM

Dec 2025

Dec 19
4 PM
Dec 14
4 PM