Admin view
All deals
The joined picture across every setter and closer. Correct matches and keep every Terros booking linked to its Enerflo deal.
Unmatched records — manual review
Auto-link ≥ 90%| Appointment | Setter | Candidate matches (below threshold) | Action |
|---|---|---|---|
M. Delgado Jun 30, 5:00 PM · 1290 Saguaro Blvd, Chandler AZ | Tonya Briggs | Enerflo 395534988%name 0.96 · address 0.82 Enerflo 397756280%name 0.88 · address 0.74 | |
C. Iverson Jun 30, 7:15 PM · 788 Adobe Falls Rd, Tempe AZ | Tonya Briggs | Enerflo 392377770%name 0.78 · address 0.64 |
Match-correction console
Audit-logged| Actions | ||||||
|---|---|---|---|---|---|---|
R. Okafor 812 Marigold Ln, Mesa AZ | Marcus Vela | Priya Anand | Enerflo | Linked#df_88213 | ||
S. Petrov 44 Quail Run, Gilbert AZ | Marcus Vela | Dale Whitman | Contract | Enerflo | Linked#df_88240 | |
M. Delgado 1290 Saguaro Blvd, Chandler AZ | Tonya Briggs | Unclaimed | Booked | Terros | Not linked | |
J. Nakamura 57 Ironwood Ct, Tempe AZ | Tonya Briggs | Priya Anand | Install Scheduled | Enerflo | Linked#df_88119 | |
A. Forsythe 905 Copperstate Dr, Mesa AZ | Luis Carrillo | Dale Whitman | Installed | Enerflo | Linked#df_87902 | Installed |
K. Mwangi 33 Desert Sage Way, Queen Creek AZ | Luis Carrillo | Priya Anand | Financing | Enerflo | Linked#df_88301 | |
B. Sandoval 210 Mariposa St, Chandler AZ | Marcus Vela | Marcus Vela | Terros | Linked#df_88277 | ||
C. Iverson 788 Adobe Falls Rd, Tempe AZ | Tonya Briggs | Unclaimed | Booked | Terros | Not linked |
Audit log
No actions recorded yet — book, claim, or advance a deal and it lands here.