Accounts
19 accounts had calls in this window, ranked with the ones going worst at the top. Internal calls carry no account and do not appear here.
| Account | Calls | Last call | Latest sentiment | Trajectory?Where the account started in this window and where it ended. The hollow dot is the first call, the solid one the latest. | Escalated?Calls that ended with the matter escalated. | Open?Commitments we own that are not marked done. | Questions?Customer questions still waiting on us. | Product issues | Competitors |
|---|---|---|---|---|---|---|---|---|---|
| Clearwater Medical clearwatermed.com | 2 | 10 Apr 2026 | -1 | 1 | 7(7 late) | 1 | 2 | 0 | |
| Crestline Wealth crestlinewealth.com | 2 | 27 Apr 2026 | -1 | 0 | 8(6 late) | 1 | 1 | 1 |