Contact Touchpoint Matrix
Window: last 90 days. Generated 2026-06-29 11:00. Each row is one unique person (union of email + phone identity). Open a site below to drill into rows.
How to read each row: the columns C / T / P / A / $ show whether this person has a Contact, Tour signin, Phone call, Application record, and an AuthNet payment matched. A row with all 5 ticked but stalled means "did everything but didn't finish — call them now." Open a site page to drill into rows; click ▸ on any row to lazy-load the drill drawer.
Total people in matrix
1,071
Web leads — unworked
20
12 Crosby · 8 Willis
Activity — no CRM contact
20
15 Crosby · 5 Willis
Applications stalled
191
141 Crosby · 50 Willis
12Web lead — never worked
15Activity, no contact — CREATE
141Application stalled
85Applicant (no contact record)
19Tour, no contact — PROMOTE
21Call (known contact, no follow-up)
37Lead only
2Lead + Call
2Lead + Tour
6Applicant ← Lead
14Approved — pending move-in
4Scheduled move-in (future resident)
83Current resident
13Past / former resident
17Pulled by management
154Pulled by customer
2Denied
1Other
8Web lead — never worked
5Activity, no contact — CREATE
50Application stalled
72Applicant (no contact record)
54Tour, no contact — PROMOTE
33Call (known contact, no follow-up)
20Lead only
1Lead + Call
3Lead + Tour
4Applicant ← Lead
14Approved — pending move-in
126Current resident
24Past / former resident
8Pulled by management
16Pulled by customer
5Denied