Mock A Layered Pills — in-page on the Accounts list. Lowest-friction. Most consistent with what's there now.
Donavan DM
The book of business

Account Explorer

540 accounts · last sync 12 minutes ago
Account Type
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your team's segmentation
Visit Recency
? About the "?" marker: a customer with no recorded visit is treated as "no visit 90+ days" by default — the actual last visit may be older than your data. Prospect accounts without visits don't get the question mark since "no visit yet" is expected for them.
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42
Spenders + Key, 60+ days
42 +8 this wk
No visit data
14
Visited this week
63 +12

Spenders & Key Accounts — overdue 60+ days

Sorted by days since last visit · descending
★ Key GORDONS NO1 AUTO SERVICE LLC
11241 W. Forest Home Ave., Franklin, WI 53132 87 days since last visit · Rep: Donavan M.
Spenders View →
Spenders Tires Unlimited Automotive Services LLC
1557 N Wisconsin Street, Port Washington, WI 53074 76 days since last visit · Rep: Marisol C.
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★ Key BRADER'S BRAKE & ALIGNMENT
3201 S. Howell Ave., Milwaukee, WI 53207 72 days since last visit · Rep: Donavan M.
Morethan View →
Spenders Lakefront Auto Body ?
880 E Erie St., Milwaukee, WI 53202 No visit on record · Rep: Marisol C.
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★ Key Wisconsin Truck & Trailer Services
4475 Industrial Dr., West Allis, WI 53227 64 days since last visit · Rep: Donavan M.
Spenders View →