Demo: This is a demo site. Please only enter fake data into this site. Data may be reset at any point.
Ming Collins
Ming Collins
ming_collins@example.com
| Id |
Name
▲
|
Workstreams |
Referred
⇅
|
Last activity
⇅
|
Action plan |
|---|
* The 'Contact by' date is still work in progress, so you feel free to ignore it for the time being.
It is calculated from the referral date and the target contact time - 5 for ASC (KPI from the contract), currently 10 otherwise.
Contact is counted as the first time you attempt to contact the client.
Currently the system will count this as the first time you add any note to the profile, which isn't quite right - but we'll fix this later.
Got a spare minute? Take a look at the new summary page!