Contact Touchpoint Matrix
Window: last 90 days. Generated 2026-07-04 13:00. 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
1,128
Web leads — unworked
20
12 Crosby · 8 Willis
Activity — no CRM contact
20
15 Crosby · 5 Willis
Applications stalled
202
150 Crosby · 52 Willis
12Web lead — never worked
15Activity, no contact — CREATE
150Application stalled
95Applicant (no contact record)
24Tour, no contact — PROMOTE
21Call (known contact, no follow-up)
35Lead only
2Lead + Call
2Lead + Tour
6Applicant ← Lead
16Approved — pending move-in
6Scheduled move-in (future resident)
82Current resident
14Past / former resident
19Pulled by management
155Pulled by customer
2Denied
1Other
8Web lead — never worked
5Activity, no contact — CREATE
52Application stalled
84Applicant (no contact record)
57Tour, no contact — PROMOTE
36Call (known contact, no follow-up)
20Lead only
1Lead + Call
3Lead + Tour
3Applicant ← Lead
16Approved — pending move-in
133Current resident
24Past / former resident
8Pulled by management
16Pulled by customer
5Denied