Live sync across all devices
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⚡ Weekly Deal Tracker
All closes logged by reps — filter by date, rep, or plan and click Run Report
Close IDCustomerRep DatePlanTimeStatusWk Rate
Set filters above and click Run Report, or leave blank to see all closes.
📚 Master Account Ledger
Every account ever created — full history and status
IDCustomerAddressRep Date SoldPlanFirst ServiceStatusResidual