Accounts
8Visible customer accounts in this workspace.
CRM
Customer workspace
Audit customer ownership and account health across the platform.
Open Shipments
51Live customer loads still moving through execution.
Overdue Tasks
7Follow-up work that already needs broker attention.
Credit Flags
3Accounts in review or on hold right now.
AccountPrimary ContactAccount HealthFollow-UpOpen WorkFinancials
aasdfasdf
REL-AASDFASDF-1 - Gainesville, FL
ActiveClearCore
ffsdfsdf
Shipping
sdfsdfasdfa@123test.com
Billing: Net 30
Broker owner: M6 Logistics Inc
Recent activity: Sep 25, 1:29 AM
Next follow-up: None scheduled
Upcoming tasks: 0
Open shipments: 1
Open tasks: 0
Overdue tasks: 0
Revenue: $1,201
Margin: $200
Completed loads: 1
Acme Foods Distribution
ACME-FOODS - Chicago, IL
ActiveClearStrategic
Nina Foster
Shipping · Logistics Manager
nina.foster@acmefoods.test
Billing: Net 30
Broker owner: M6 Logistics Inc
Recent activity: Sep 24, 3:44 AM
Next follow-up: Apr 7, 3:00 PM
Upcoming tasks: 0
Open shipments: 21
Open tasks: 2
Overdue tasks: 2
Revenue: $46,486
Margin: $22,331
Completed loads: 9
Summit Medical Supply
SUMMIT-MED - Denver, CO
ActiveClearPriority
Olivia Chen
Shipping · Senior Buyer
olivia.chen@summitmed.test
Billing: Net 45
Broker owner: M6 Logistics Inc
Recent activity: Sep 23, 3:30 PM
Next follow-up: Apr 10, 4:00 PM
Upcoming tasks: 0
Open shipments: 11
Open tasks: 1
Overdue tasks: 1
Revenue: $27,445
Margin: $15,275
Completed loads: 5
Nova Retail Group
NOVA-RETAIL - Atlanta, GA
WatchReviewPriority
Marissa Dean
Shipping · Transportation Planner
marissa.dean@novaretail.test
Billing: Net 15
Broker owner: M6 Logistics Inc
Recent activity: Sep 23, 1:15 PM
Next follow-up: Apr 5, 6:00 PM
Upcoming tasks: 0
Open shipments: 12
Open tasks: 2
Overdue tasks: 2
Revenue: $28,230
Margin: $17,545
Completed loads: 4
Orbit Electronics
ORBIT-ELEC - Austin, TX
WatchReviewStrategic
Priya Shah
Shipping · Distribution Director
priya.shah@orbitelec.test
Billing: Net 21
Broker owner: Lone Star Brokerage
Recent activity: Sep 18, 12:30 PM
Next follow-up: Apr 8, 8:00 PM
Upcoming tasks: 0
Open shipments: 3
Open tasks: 1
Overdue tasks: 1
Revenue: $8,250
Margin: $3,240
Completed loads: 1
Harbor Home Goods
HARBOR-HOME - Seattle, WA
At RiskHoldCore
Avery Scott
Shipping · Transportation Lead
avery.scott@harborhome.test
Billing: Net 30
Broker owner: Northwest Freight Partners
Recent activity: Sep 17, 11:30 AM
Next follow-up: Apr 4, 7:00 PM
Upcoming tasks: 0
Open shipments: 3
Open tasks: 1
Overdue tasks: 1
Revenue: $7,155
Margin: $1,725
Completed loads: 1
Testersoa Inc
REL-TESTERSOA-INC-1 - alpharetta, ga
ActiveClearCore
Joey Mirabile
Shipping
jmirabile+testerosa@mm6tech.com
Billing: Net 30
Broker owner: M6 Logistics Inc
Recent activity: No activity yet
Next follow-up: None scheduled
Upcoming tasks: 0
Open shipments: 0
Open tasks: 0
Overdue tasks: 0
Revenue: $0
Margin: $0
Completed loads: 0
UAT Public Prospect 1789476518508
REL-UAT-PUBLIC-PROSPEC-1 - Chicago, IL
ActiveClearCore
UAT Third Party
Shipping
uat-public-1789476518508@example.test
Billing: Net 30
Broker owner: M6 Logistics Inc
Recent activity: No activity yet
Next follow-up: None scheduled
Upcoming tasks: 0
Open shipments: 0
Open tasks: 0
Overdue tasks: 0
Revenue: $0
Margin: $0
Completed loads: 0