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Sales CRM

Silverbirch Crossing Sales Team · Sales CRM · Minneapolis, MN

Thiago Yeboah is the sales manager at Silverbirch Crossing Sales Team, a five-rep team selling fleet tracking to regional haulers, and he uses this to bill each closed deal and chase what is still unpaid.

Any businessBillingDrill-down3 tables · 4 views · 1 form · 1 dimension set · 1 dashboard · 1 drill-down · 1 notification · 1 stage rule set · 1 agent
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Collections board

Deal invoices
Draft3
Amberfield: Support planSC-4418Amberfield Produce Haulers
Ironwood: Install and trainingSC-4431Ironwood Ridge Mechanical
Wrenfield: Annual subscriptionSC-4438Wrenfield Medical Courier
Sent8
Harlan: Support planSC-4412Harlan Tidewater Freight
Juniper: Tracker unitsSC-4423Juniper Bay Linen Delivery
Marlowe: Support planSC-4427Marlowe Peak Propane
Ironwood: Tracker unitsSC-4430Ironwood Ridge Mechanical
Tern: Annual subscriptionSC-4432Tern Harbor Seafood Distribution
3 more
Overdue7
Copperline: Annual subscriptionSC-4415Copperline Courier Co-op
Amberfield: Tracker unitsSC-4417Amberfield Produce Haulers
Redcliff: Dash camera add-onSC-4421Redcliff Quarry Transport
Stonebridge: Annual subscriptionSC-4424Stonebridge Septic and Pumping
Larkspur: Dash camera add-onSC-4429Larkspur Valley Pharmacy Vans
2 more
Paid14
Harlan: Annual subscriptionSC-4410Harlan Tidewater Freight
Harlan: Dash camera add-onSC-4411Harlan Tidewater Freight
Copperline: Tracker unitsSC-4413Copperline Courier Co-op
Copperline: Install and trainingSC-4414Copperline Courier Co-op
Amberfield: Annual subscriptionSC-4416Amberfield Produce Haulers
9 more

Tables

Deal invoices

32 sample rows · 16 columns

Every closed deal billed: which account, which rep, what is owed and how late it is.

InvoiceInvoice numberAccountSelling repRegionProduct linePayment terms
Fallowfield: Tracker unitsSC-4434Fallowfield Dairy RouteTamsin Valverde-OstranderCentralTracker unitsNet 30
Pelham: Tracker unitsSC-4440Pelham Crossing PavingDariusz Okafor-LindgrenEastTracker unitsNet 30
Tern: Annual subscriptionSC-4432Tern Harbor Seafood DistributionDariusz Okafor-LindgrenEastAnnual subscriptionNet 30
Oakhollow: Install and trainingSC-4439Oakhollow Beverage WholesaleFenella Quartermain-ItoWestInstall and trainingNet 30
Harlan: Support planSC-4412Harlan Tidewater FreightWinnifred Solberg-QuispeCentralSupport planNet 30
Marlowe: Support planSC-4427Marlowe Peak PropaneWinnifred Solberg-QuispeWestSupport planNet 30
Juniper: Tracker unitsSC-4423Juniper Bay Linen DeliveryTamsin Valverde-OstranderEastTracker unitsNet 30
Ironwood: Tracker unitsSC-4430Ironwood Ridge MechanicalFenella Quartermain-ItoCentralTracker unitsNet 30
Cinder: Tracker unitsSC-4437Cinder Creek PlumbingWinnifred Solberg-QuispeCentralTracker unitsNet 30
Oakhollow: Annual subscriptionSC-4441Oakhollow Beverage WholesaleTamsin Valverde-OstranderWestAnnual subscriptionNet 30
Fallowfield: Dash camera add-onSC-4435Fallowfield Dairy RouteTamsin Valverde-OstranderCentralDash camera add-onNet 30
Blackthorn: Annual subscriptionSC-4436Blackthorn Mill LumberThiago YeboahWestAnnual subscriptionNet 30

20 more rows

Accounts

16 sample rows · 11 columns

The companies the team sells to, who buys for them and what they owe now.

AccountIndustryRegionBuyerBuyer phoneBuyer emailCustomer since
Amberfield Produce HaulersFood distributionCentralJosiah Quillfeather(612) 555-0143josiah.quillfeather@bluestemledgermail.comJun 25, 2025
Blackthorn Mill LumberConstructionWestSunniva Delacroix-Pruitt(503) 555-0152sunniva.delacroix@pennywhistlepostmail.netMay 1, 2026
Cinder Creek PlumbingUtilities and servicesCentralEvaristo Bannerjee-Holt(612) 555-0153evaristo.bannerjee@bluestemledgermail.comMay 31, 2026
Copperline Courier Co-opFreightWestMaribel Thackeray-Ono(503) 555-0142maribel.thackeray@pennywhistlepostmail.netApr 26, 2025
Fallowfield Dairy RouteFood distributionCentralRhys Okonjo-Whitlock(612) 555-0151rhys.okonjo@sandstonecounterpost.comApr 1, 2026
Harlan Tidewater FreightFreightCentralCormac Aldridge-Nwachukwu(612) 555-0141cormac.aldridge@bluestemledgermail.comFeb 5, 2025
Ironwood Ridge MechanicalConstructionCentralLeofric Vandermeulen-Mensah(612) 555-0149leofric.vandermeulen@pennywhistlepostmail.netJan 31, 2026
Juniper Bay Linen DeliveryUtilities and servicesEastAlasdair Mbeki-Fontaine(617) 555-0145alasdair.mbeki@pennywhistlepostmail.netSep 23, 2025
Larkspur Valley Pharmacy VansHealthcare deliveryEastBronwen Sakamoto-Eze(617) 555-0148bronwen.sakamoto@sandstonecounterpost.comDec 22, 2025
Marlowe Peak PropaneUtilities and servicesWestTeodoro Wannamaker(503) 555-0147teodoro.wannamaker@bluestemledgermail.comNov 22, 2025
Oakhollow Beverage WholesaleFood distributionWestAnselm Rozhkov-Tran(503) 555-0155anselm.rozhkov@pennywhistlepostmail.netJul 30, 2026
Pelham Crossing PavingConstructionEastDagny Obuya-Fairchild(617) 555-0156dagny.obuya@bluestemledgermail.comAug 24, 2026

4 more rows

Also included

  • Owed by region and repDrill-down
  • Collections boardStage rules
  • Invoice due soonNotificationTells the selling rep three days before a buyer's terms run out.

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