SAMPLE CUSTOMER ACCOUNT
Estimate follow-up
Explore example runs, decisions, and usage for an HVAC office.
- Workflow runs
- 6
- Emails accepted
- 2
- CRM tasks opened
- 2
- Needs a status check
- 1
Workflow map
Purple steps show the selected run. Select any step to inspect its decision.
Check current status
Open and due. The contact has email permission, and this reminder has no prior delivery.
Run history
| Estimate | Recorded | Outcome | Emails | Tasks |
|---|---|---|---|---|
| Oct 31 · 14:10 | Email accepted | 1 | 0 | |
| Oct 30 · 10:18 | Office task | 0 | 1 | |
| Oct 29 · 15:42 | Follow-up stopped | 0 | 0 | |
| Oct 26 · 11:05 | Status review needed | 0 | 1 | |
| Oct 15 · 09:35 | Email accepted | 1 | 0 | |
| Oct 7 · 13:22 | Follow-up stopped | 0 | 0 |
All records are synthetic. Email usage counts provider acceptances. Office tasks count successful CRM writes. Prices and allowances would come from the client agreement.