Additional queues Attention items and follow-ups · still available here
Attention nowOverdue / today
Follow-ups due now
PISAK / MERIT
Customer purchasing
Commercial accounts, invoice activity and assortment. A customer may have multiple billing locations and several brand relationships.
Last invoice is customer-level Merit evidence, not confirmation of a brand listing or order date. No account-level data is editable in this release.
Commercial account
Market
Channel
Last positive invoice
Invoices
Assortment
CRM lines
PISAK / ACCOUNTS
Accounts
Your approved commercial opportunities. Open any account to edit and log activity.
Account
Commercial line
Stage
Priority
Next action
Due
Actions
Staging area for AI-found prospects. Future agents will write here first — nothing reaches Leads without your approval.
Prospect
Co.
Commercial line
Channel
Confidence
Source
Why it fits
Suggested prio
Actions
Scheduled contacts & follow-ups
Every dated account action due or coming up within seven days, including buyer replies, unanswered outreach and planned contact. Recording a reply does not automatically close a task. To complete or reschedule it, open the account and log what happened.
Account
Commercial line
Action type
Reply recorded
Scheduled for
Next step
Actions
Recorded buyer replies Reference only — not necessarily unfinished work
A reply remains part of the account record when its status changes. This historical list does not mean that every account needs another follow-up. Only a scheduled date creates a dated action above.
Prospect
Co.
Commercial line
Reply
Last reply
Status
Next action
Latest timeline events across all prospects. Gmail / Communication Tracker events will appear here once backend sync is connected.
Human review surface for future agents. Agents may research and propose; consequential changes remain yours to approve.
Profile enrichment proposals
Verified profile/contact research may be proposed here. Applying a proposal re-checks the prospect version and duplicate risk.
Prospect
Commercial line
Proposed changes
Reason / sources
Proposed
Actions
Prospecting journal
Research memory for the future Prospector Agent: what was reviewed, why, and when it may be worth revisiting.
Reviewed
Company
Co.
Commercial line
Outcome
Reason
Revisit
Source
Shared team settings. Changes are saved to your CRM.
Follow-up & agents
Emails must be reviewed and sent manually. No email integration is connected.
Scope
Country scope is read by future prospecting workflows. Commercial-line scope is managed below. Viwa is intentionally out of scope for this CRM.
Portfolio / commercial lines
Use separate commercial lines when buyer/category ownership differs. Unused custom lines can be deleted; once a line is used by a CRM record, deactivate it instead.