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Metrics, dropout chart, daily SYS/DTM
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Rivas Lifestyle Co. — v2.0
Follow-up reminder
Start date
Daily time
Repeats daily at this time until stage changes.
New prospect
Name
Where you met
Phone
Notes
Date met
Owner (auto-set to you)
Reminder (optional)
Repeats daily at this time until stage changes
New customer
Name
Phone
Email
Address
Notes
Log sale
Customer / name
Product
PV
Revenue ($)
Date
Add team member
Name
Role / pin level
Phone
Log PV
PV this month
Month
Next action / follow-up
Journey timeline
Details
Details
Mark as Fell Out
Why did they fall out? (optional)
Date fell out