Madison L — Sales CRM

Retailer

Rep Duration

1 hour 30 min

Notes

ℹ️ Pipeline counts shown below reflect the last Dropbox seed build and update on each CRM restart.

CBG — 97 cards

Source: SF AC 4 Customer Info.xlsx · Buying Group = "CBG" · Status ACTIVE · Class RETAILER

Retailers Who Buy	Last invoice within 24 months
Lapsed	Last invoice older than 24 months
Never Bought	No sales and no invoice on record

JCK — 144 cards

Source: ALL_INVOICES.xlsx · Customer PO # contains "JCK"
Show year is read from CPO text first, then Tracking field if CPO has no year — never from UPS tracking number digits.

Retailers Who Buy 68	Last JCK show ≥2022 AND ≥$1,000 spent at that show
Lapsed — Recent 43	Last JCK show 2019–2021, OR ≥2022 but <$1,000 spent
Lapsed 33	Last JCK show 2018 or earlier

CBG members with JCK history (e.g. Kingston, Alter's Gem) appear in both tabs as independent records with separate stages.

Eli-Ron — 131 cards

Source: SF AC 4 Customer Info.xlsx · Salesperson = "ELI-RON" · Status ACTIVE · Class RETAILER
Active = last invoice ≤24 months AND ≥$1,000 purchased in those 24 months.
Local = under 4 hours drive · Far = 4 hours or more (from Jamaica Estates, NY)

Active (Local) 26	Active threshold met · under 4h drive
Active (Far) 38	Active threshold met · 4h+ drive
Lapsed (Local) 25	Has history but below Active threshold · under 4h
Lapsed (Far) 19	Has history but below Active threshold · 4h+
Never Bought (Local) 21	Zero sales on record · under 4h drive
Never Bought (Far) 2	Zero sales on record · 4h+ drive

Joel — 349 cards

Source: SF AC 4 Customer Info.xlsx · Salesperson = "JOEL.H" · Status ACTIVE · Class RETAILER
Local = under 4 hours drive · Far = 4 hours or more (from Jamaica Estates, NY)

Platinum (Local) 20	All-time sales ≥ $100,000 · under 4h
Platinum (Far) 4	All-time sales ≥ $100,000 · 4h+
Gold (Local) 60	$25,000 – $99,999 · under 4h
Gold (Far) 14	$25,000 – $99,999 · 4h+
Silver (Local) 89	$5,000 – $24,999 · under 4h
Silver (Far) 23	$5,000 – $24,999 · 4h+
Bronze (Local) 89	$1–$4,999 lifetime · under 4h
Bronze (Far) 23	$1–$4,999 lifetime · 4h+
Never Bought (Local) 21	$0 lifetime sales · under 4h
Never Bought (Far) 6	$0 lifetime sales · 4h+

⚠️ Pipeline names are exact. Old seed names (e.g. "Bronze — Metro", bare "Gold"/"Silver") are auto-corrected on server startup. Never Bought is auto-assigned by the seed builder for any retailer with $0 total sales.

Centurion — 0 cards

Placeholder tab. Will remain empty until future data is added through the seed setup.

Tandem Confirm

When a card is moved to APPOINTMENT CONFIRMED, the paired show auto-confirms — only if a separate record exists for that retailer there, and only if their stage is not already LOST/NOT COMING. A toast fires on auto-confirm.

March · April · May	CBG ↔ JCK
November · December · January · February	CBG ↔ Centurion
June – October	CBG standalone

Reset Board

Resets every card in the active show back to ALL RETAILERS. Notes and call history are fully preserved.

Show Settings

Stored in CRM_DATA/show_config.json · synced across all team PCs

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open Eli-Ron Joel Other Simran Lunch this booking

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Template placeholders

These get replaced with real values when a template is sent or inserted.

{contact_first_name}First name of the retailer's primary contact {contact_name}Full name of the primary contact {retailer_name}Store / retailer name {show}Show code (CBG, JCK, etc.) {booth}Booth label for the show {date}Appointment date, e.g. "May 26, 2026"

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Keyboard Shortcuts

❓ How Cards Are Sorted & Grouped

⚠️ Dropbox Refresh Warning

Show Settings

Template placeholders