Westgate Branch · Serving now
Olivia Reed · Counter 3
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SC
Sam Carter Premium Logged to CRM
New Account · Appointment 2:30 · Counter 3
Serving
12 min
Log outcome
Up next
| Name | Service | Status | Segment |
| Jamie Lopez |
Account Question |
Waiting 6 min |
Standard |
| Olivia Chen |
Card Services |
Waiting 9 min |
Standard |
| Marcus Lee |
Loan Inquiry |
Waiting 12 min |
Standard |
SCLog outcome
Sam Carter · Premium · New Account · 12 min
Visit outcome
✓Account opened
Question resolved
Not completed
Products
✓Savings· opened
✓Card· discussed
Auto loan
Follow-up
Call in 30 days
Reminder for Fri, Aug 22 · added to your tasks
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Save visit
✓Visit logged · synced to CRM
Outcome, products, and follow-up on the client record
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Every visit ends as structured data in your CRM. No lost notes, no missed follow-ups.
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