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Ms. Connor
Sara J Connor
1
Owner- In Collections
Contact information
Callback
617-374-9637
Email
tinku.lalwani@in.pega.com
Customer Summary
Open cases
0
Active accounts
3
Relationship
Churn risk
High
Lifetime value
Platinum
Hello, Ms. Connor, I see that you are behind in your payments. Can I help you with that?
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Ms. Connor, I notice a recent request that may be a duplicate that I’ll review with you.
Potential duplicate cases
(S-51026)
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Duplicate Cases
Select one or more duplicate cases and select Resolve as duplicate, or select Ignore & continue.
Label
Notes
Select
Case ID
Contact name
Description
Account number
Created on
Status
S-51027
Ms. Sara J Connor
Account address change
1234500078963456
Oct 20, 2023
Pending-Intake
S-51025
Ms. Sara J Connor
Account address change
1234500078963456
Oct 19, 2023
Pending-Intake
S-51024
Ms. Sara J Connor
Account address change
1234500078963456
Oct 16, 2023
Pending-Intake
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Resolve as duplicate
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Customer Inquiry
Account
Account number
1234500078963456
Available balance
$5,226.32
Payment date
Dec 11, 2021
Minimum payment
$95.00
Account type
Credit card
Account owner
Sara Connor
Address
01 KrishnaVilla
01 KrishnaVilla , USA 02148
Edit
Status
Active
Last statement date
Oct 17, 2021
Next statement date
Nov 16, 2021
Last payment amount
$110.00
Last payment posted
Nov 6, 2021
YTD payments
$1,123.19
Available balance
$5,226.32
Avg monthly balance
$7,539.22
Account open date
Aug 5, 2014
Collection case details
Collection case ID
C-4016
Collection case status
Pending-Response
Collections opened on
Aug 16, 2022
Original amount due
Recent tasks
Account address change
S-51027
Pending
Account address change
S-51026
Pending
Account address change
S-51025
Pending
Account address change
S-51024
Pending
Account address change
S-51018
Pending
Recent interactions
History
Phone call
I-59022
Oct 20, 2023
NPS: 8
Phone call
I-59021
Oct 20, 2023
NPS: 8
Phone call
I-59020
Oct 19, 2023
NPS: 8
Phone call
I-58912
Oct 16, 2023
NPS: 8
Phone call
I-56025
Oct 13, 2023
NPS: 8
Statements
View all
Month
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Start balance
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End balance
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Sep 2021
$35,545.00
$30,021.22
Aug 2021
$30,021.22
$36,547.02
Transactions
View all
Date
Transaction id
Merchant
Amount
Nov 06
2183
Volkswagen Finance
$259.97
Oct 03
2083
Torento Auto Finance
$349.87
Oct 02
2089
Volvo Auto Parts
$129.74
Aug 02
1029
North Western Power Supply
$29.74
Authorized contacts
Sara J Connor
Role:
Owner
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Overview
Customer account summary
Account
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Status
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Type
Role
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Balance
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Payment
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Account
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Status
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Type
Role
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Balance
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Payment
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1234500078963456
Active
Credit Card
Owner
$5,226.32
$95.00
12457890
Active
Checking
Owner
$17,654.89
$562.00
6543210023
Active
30 yr. Mortgage
Co-Owner
$429,652.78
$2,982.10
Customer timeline
Service
Sales
Show last:
24hr
1w
1m
3m
6m
1y
No data to display in the selected range
Recent tasks
Account address change
S-51027
Pending
Account address change
S-51026
Pending
Account address change
S-51025
Pending
Account address change
S-51024
Pending
Account address change
S-51018
Pending
Account address change
S-51017
Pending
Account address change
S-51016
Pending
Account address change
S-51015
Pending
Account address change
S-51014
Pending
Account address change
S-51013
Pending
Recent interactions
History
Phone call
I-59022
Oct 20, 2023
NPS: 8
Phone call
I-59021
Oct 20, 2023
NPS: 8
Phone call
I-59020
Oct 19, 2023
NPS: 8
Phone call
I-58912
Oct 16, 2023
NPS: 8
Phone call
I-56025
Oct 13, 2023
NPS: 8
Community posts
There are no posts
Opportunities
Long Range Alert Sensors for Sara Connor
($20000)
10%
- Closing
1yr 11mon ago
Stage:
Qualification
Wireless Garage Tilt Sensors for Sara Connor
($25000)
10%
- Closing
1yr 8mon ago
Stage:
Qualification
Smoke Detection Systems for Initech solutions
($37000)
90%
- Closing
2yr 5mon ago
Stage:
Negotiation
Leads
for Sara Connor
Marketing Qualified -1-Hot
Owner:
Dan Percival
Sales activities
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send Product catalog
Jun 19, 2023
Outcome:
Noted the action items
Send Product catalog
Jun 19, 2023
Outcome:
Noted the action items
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Updated on
10/20/23 10:50 AM
By
Pastorelli, Robert
Account #
1234500078963456
Contact
Ms. Sara J Connor