Sales | Open Brain

Roberto Workspace

Hot leads, stale opportunities, claim follow-up, and high-value call priorities.

live Aug 4, 11:30 PM

CRM pipeline, call priority, AccuLynx leads/prospects, hail demand signals, and insurance context.

Open CRM opportunities 737 Unassigned, assigned, prospect, and approved milestones

Value in visible queue $0 50 live work items

High-priority touches 50 Stale or high-value items

Sales actions logged 0 Durable dashboard decisions

Human Queue

Agent blockers awaiting a decision

50/50 live rows

Human answer needed	Why stopped	Value	Source
Manuel Renteria Roberto approves follow-up, asks field sales for facts, escalates the claim, or marks it lost.	Insurance claim intake is incomplete or awaiting review: unassigned_lead claim row needs claim number, carrier, DOL, deductible, photos, measurements, and scope validation.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:claim-intake:5604 Workflow claim-intake Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required Yes Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 5604 Source URL /sales/pipeline?job=5604
Salai Hnin Roberto approves follow-up, asks field sales for facts, escalates the claim, or marks it lost.	Insurance claim intake is incomplete or awaiting review: unassigned_lead claim row needs claim number, carrier, DOL, deductible, photos, measurements, and scope validation.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:claim-intake:5603 Workflow claim-intake Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required Yes Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 5603 Source URL /sales/pipeline?job=5603
Shane Snow (Building 5) Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 748 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:121166 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 121166 Source URL /sales/pipeline?job=ac4feaf8-cf84-495f-8728-d2c63a0082cd
Shane Snow (Building 9) Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 748 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:120147 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 120147 Source URL /sales/pipeline?job=3c8ca1f5-7d65-45b7-adeb-6cc6c5c54e34
Shane Snow (Building 1) Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 748 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:119928 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 119928 Source URL /sales/pipeline?job=24b71bb4-4aa7-40c9-abf6-f56ae8878143
Shane Snow (Building 4) Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 748 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:121178 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 121178 Source URL /sales/pipeline?job=ad994794-c062-4aae-9da6-fcd5c2d53e09
Shane Snow (Building 8) Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 748 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:121570 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 121570 Source URL /sales/pipeline?job=d780ca27-db4b-4f3d-8336-de55b7000d52
Shane Snow (Building 6) Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 748 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:119819 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 119819 Source URL /sales/pipeline?job=178b723c-e194-4963-b7d0-a3832533c571
Shane Snow (Building 7) Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 748 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:121904 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 121904 Source URL /sales/pipeline?job=fcf1465e-18c3-4ce5-81d7-d98a8bb04273
Shane Snow (Building 3) Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 748 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:120904 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 120904 Source URL /sales/pipeline?job=92023687-8711-4e30-865c-b281916036df
Brandon Veterans Hall Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 662 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:47552 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 47552 Source URL /sales/pipeline?job=35a8bb42-9892-4916-9506-7880dd10e2e1
Us Roofing Systems (Inspection Report) Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 657 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:47553 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 47553 Source URL /sales/pipeline?job=f33f518d-9864-4979-9f6d-6d3255a9b1be
Pati Ruane Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: prospect lead last touched 656 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:80368 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 80368 Source URL /sales/pipeline?job=ae13e02a-5808-4eb9-88bc-53fda1427e19
Sarasota Bradenton Intl Airport Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 656 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:47554 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 47554 Source URL /sales/pipeline?job=d00c00a4-d4c1-44a5-ab9a-98594690dbd3
CPE America Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: prospect lead last touched 655 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:80304 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 80304 Source URL /sales/pipeline?job=83531c9a-a22d-4f9e-9b5a-164fb3d9067a
St. Timothy AME church Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: prospect lead last touched 642 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:80290 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 80290 Source URL /sales/pipeline?job=77a446d9-1f27-48dd-9070-db71e7ccee56
The Phoenix Center Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: prospect lead last touched 635 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:80434 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 80434 Source URL /sales/pipeline?job=ce1aab7a-f15d-4bf8-a1bd-9730d1fe9717
North Valdosta Church of God Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: prospect lead last touched 635 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:80131 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 80131 Source URL /sales/pipeline?job=19910735-af9c-4722-866e-9208dc5f2ca7
H Express Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: prospect lead last touched 635 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:80294 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 80294 Source URL /sales/pipeline?job=788ace62-d5c9-4253-bc58-f4cbf1a241fc
Stockton Baptist Church Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: prospect lead last touched 634 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:80330 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 80330 Source URL /sales/pipeline?job=91fd6f1c-ec67-4e37-bfe0-1783d01bec5d
Jasmine Shepard Partial build back. Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 610 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:119883 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 119883 Source URL /sales/pipeline?job=2012c64d-aeae-4df6-80d9-09378dae0a0e
Charlie S2 Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 610 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:120747 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 120747 Source URL /sales/pipeline?job=82871c70-1af6-4ae1-9333-d438815ce85b
Enoch creek Church Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: prospect lead last touched 606 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:80281 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 80281 Source URL /sales/pipeline?job=74b76b7e-f6e6-4cc6-8792-7bcf3601c663
Vision Church Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: prospect lead last touched 606 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:80463 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 80463 Source URL /sales/pipeline?job=e07c989b-9ffb-4eeb-b8dd-f764c65b66d5
Legend Oaks Healthcare & Rehabilitation Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 601 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:120417 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 120417 Source URL /sales/pipeline?job=5a5ef4dd-8271-4713-88db-767f7c88dac5
Shane Snow (Building 2) Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 578 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:120180 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 120180 Source URL /sales/pipeline?job=40268930-6260-473c-9110-dc506ecf753c
Shane Snow (Building 10) Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 578 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:120047 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 120047 Source URL /sales/pipeline?job=31fe5379-4a72-4cbd-bce1-dd23769d02fa
Shane Snow (Building 11) Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 578 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:120783 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 120783 Source URL /sales/pipeline?job=8673e41d-3ca1-4c50-88ce-f0fedc4d6a1f
United States Post Office Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 573 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:10401 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 10401 Source URL /sales/pipeline?job=10401
Brandon Veterans Hall Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: assigned_lead lead last touched 573 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:10402 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 10402 Source URL /sales/pipeline?job=10402
Brandon Veterans Hall Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: assigned_lead lead last touched 573 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:10498 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 10498 Source URL /sales/pipeline?job=10498
United States Post Office Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 573 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:10497 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 10497 Source URL /sales/pipeline?job=10497
Us Roofing Systems (Inspection Report) Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: assigned_lead lead last touched 569 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:10495 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 10495 Source URL /sales/pipeline?job=10495
Us Roofing Systems (Inspection Report) Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: assigned_lead lead last touched 569 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:10399 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 10399 Source URL /sales/pipeline?job=10399
Sarasota Bradenton Intl Airport Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: assigned_lead lead last touched 568 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:10499 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 10499 Source URL /sales/pipeline?job=10499
Sarasota Bradenton Intl Airport Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: assigned_lead lead last touched 568 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:10403 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 10403 Source URL /sales/pipeline?job=10403
The Preserve At Spring Creek Senior Living Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 557 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:120685 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 120685 Source URL /sales/pipeline?job=7b09e597-e6d8-41cf-ad41-1bd1acfc3159
S2 Senior Director of Operations Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 557 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:121436 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 121436 Source URL /sales/pipeline?job=c944f781-1a16-4ff9-9224-b6347b3dd1de
Waterton Healthcare & Rehabilitation Center Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 551 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:120529 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 120529 Source URL /sales/pipeline?job=6811bce1-cfaa-4b9d-8e7d-cffccb154556
Twin Rivers A Grace MGMT Community Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 550 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:120285 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 120285 Source URL /sales/pipeline?job=4bce2f42-695b-4ba3-9861-f4f2629e90b0
Sunrise Senior living Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 550 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:120152 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 120152 Source URL /sales/pipeline?job=3d168fba-0484-45eb-8c47-e3a20ac8dd48
Volante of Grapevine Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 550 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:120425 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 120425 Source URL /sales/pipeline?job=5b3ef687-ad41-46ab-8e6f-be6a7cfe1ee6
The Vantage at Cityview Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 550 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:121103 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 121103 Source URL /sales/pipeline?job=a4ca8cd1-0385-420b-80ea-ed4724b3fe3b
Lindan Park Rehabilitation and nursing Center Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 550 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:121185 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 121185 Source URL /sales/pipeline?job=ae19a681-e23f-4afb-939e-425f1a965a1b
Providence Village Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 550 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:120021 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 120021 Source URL /sales/pipeline?job=2ea49887-482f-4e44-9ccf-2d70c8c44e11
Grand Brook Memory Care Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 550 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:121673 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 121673 Source URL /sales/pipeline?job=e2b6a7cb-1105-493e-9ef8-7f25ca04fae8
GreenVue Apartments Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 550 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:119729 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 119729 Source URL /sales/pipeline?job=0bc8f219-42e7-4440-88a6-22131ee82263
Ridgeline Management Company Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 550 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:119636 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 119636 Source URL /sales/pipeline?job=014c35eb-6a12-4508-9523-de4aa91ad2dc
Twin Rivers Richardson Active Adult Community Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 550 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:120995 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 120995 Source URL /sales/pipeline?job=999f9aec-8e65-4094-ae5a-5013395e3fd9
The Preserve Spring Creek Senior Living Roberto approves follow-up, asks for field facts, drafts contract, marks lost, or moves the stage.	The customer/prospect path is waiting on a human-reviewed next step: unassigned_lead lead last touched 550 days ago.	No direct dollar exposurehigh	Source detail CRM pipeline Evidence Work key sales:sales-follow-up:121121 Workflow sales-follow-up Department sales Owner @ob-sales Primary human Roberto Cadence daily Next run Today Status needs review Priority high Approval Before external Auditor required No Value at risk No direct dollar exposure Source label CRM pipeline Source table crm_pipeline Source row ID 121121 Source URL /sales/pipeline?job=a80235ff-e7ab-4c82-8b33-a2eb4e2a8f17

Human answer needed

Manuel Renteria

high

Human: Roberto
Answer needed: Roberto approves follow-up, asks field sales for facts, escalates the claim, or marks it lost.
Why agent stopped: Insurance claim intake is incomplete or awaiting review: unassigned_lead claim row needs claim number, carrier, DOL, deductible, photos, measurements, and scope validation.
Agent recommendation: Validate claim facts before customer or carrier-facing action: carrier, claim number, DOL, deductible, photos, measurements, and scope.
After human answers: Sales agent requests missing claim/field facts or drafts the next claim follow-up for human send.

Evidence packet

Unassigned / Hail 911 / Other / $0
Source: CRM pipeline
Source row: crm_pipeline / 5604
Source row is live in crm_pipeline.
Customer outreach must be human approved before external send.
Conductor mirrors approved follow-up, contract, and field-info packets to Slack.

Full transparency

Work key: sales:claim-intake:5604
Workflow: claim-intake
Department: sales
Owner: @ob-sales
Primary human: Roberto
Cadence: daily
Next run: Today
Status: needs review
Priority: high
Approval: Before external
Auditor required: Yes
Value at risk: No direct dollar exposure
Source label: CRM pipeline
Source table: crm_pipeline
Source row ID: 5604
Source URL: /sales/pipeline?job=5604

Decision note

Source detail

Dashboard writes first, Slack mirrors second, memory records the decision for future SOP reduction.