Client Record Old New
Price List Distributor — Tier 2 20% off base
Contacts 5 1 primary buyer
Open Follow-ups 3 1 due this week
Ready-to-Expose Products 6 Internal preparation only

What We Owe Them

Follow-up Due State
Send updated Taj Mahal slab photos to Diana Jul 4 Due soon
Confirm Cristallo block override discount with Marco Jul 9 Open
Add missing price for Nero Marquina 12×24 tile Jul 12 Open

What Is In Flight

Quote Valid To Value State
QUO-2026-0041 v2Henderson Residence — Kitchen & Baths Aug 26 $12,508.00 Partially Approved
QUO-2026-0038Coral Gables Master Bath Aug 14 $4,120.00 Shared

How This Account Trades

Sales Rep MA Marco Alvarez Only Marco Alvarez and admins can see this client Client typeDistributor Price list Effective discount20% off base Payment termsNet 30