PC
CRMAssigned book
Households
Canonical household relationships, service and policy activity.
| Household | Assigned staff / Policies | Category | Owner | Stage | Status | SLA | Last activity | Action | |
|---|---|---|---|---|---|---|---|---|---|
Ruiz Household HH-2041 | Elena Ruiz · 3 members 3 policies · 5 open | P&C | Peter Collins | Client | In Progress | Due Soon | Today, 10:42 AM | View → | |
Chen Household HH-2038 | Maya Chen · 2 members 2 policies · 3 open | P&C | Peter Collins | Onboarding | Waiting on Household | At Risk | Yesterday | View → | |
Morgan Household HH-2037 | Liam Morgan · 4 members 4 policies · 2 open | Health & Life | Peter Collins | Client | Active | On Track | Aug 22 | View → | |
Carter Household HH-2036 | Mia Carter · 4 members 4 policies · 4 open | P&C | Peter Collins | Annual Review | Waiting on Carrier | Breached | Aug 20 | View → |
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