Open Loads
11Current shipments still in execution.
CRM
Summit Medical Supply
SUMMIT-MED - Healthcare - Denver, CO
ActiveClearPriority
Estimated Revenue
$20,155Visible shipment revenue across this account.
Estimated Margin
$13,600Broker 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.
Refresh appointment SOP with receiving team
Collect updated after-hours escalation contacts for hospital docks.
Assignee: Taylor Brooks
Due: Apr 10, 4:00 PM
Completed tasks (1)
Close out March claims review
CompletedCompleted by Jordan Ellis on Apr 1, 3:50 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.
SHP-PLAN-D7-C updated to DRAFT
Denver, CO to Phoenix, AZ
SHP-PLAN-D6-C updated to DRAFT
Denver, CO to Phoenix, AZ
SHP-PLAN-D5-C updated to DRAFT
Denver, CO to Phoenix, AZ
SHP-PLAN-D4-C updated to DRAFT
Denver, CO to Phoenix, AZ
SHP-PLAN-D3-C updated to DRAFT
Denver, CO to Phoenix, AZ
SHP-PLAN-D2-C updated to DRAFT
Denver, CO to Phoenix, AZ
SHP-1013 updated to DELIVERED
Denver, CO to Albuquerque, NM
SHP-PLAN-D1-C updated to DRAFT
Denver, CO to Phoenix, AZ
SHP-1003 updated to BOOKED
Denver, CO to Phoenix, AZ
SHP-PLAN-D0-C updated to DRAFT
Denver, CO to Phoenix, AZ
SHP-MW-2103 updated to IN TRANSIT
Denver, CO to Phoenix, AZ
SHP-OWN-1002 updated to IN TRANSIT
Denver, CO to Cheyenne, WY
Broker note added
Medical device freight needs tighter appointment confirmation and same-day issue escalation when consignee windows move.
Task created
Refresh appointment SOP with receiving team