🛑 Commission Holds ⏸ On Hold 💳 Missing Payment

🛑 Commission Holds ⏸ On Hold 💳 Missing Payment

Commission-held enrollments — every row whose review reason carries the [HOLD] marker is excluded from ALL partner payable math until released here.

🛑 Commission Holds ⏸ On Hold 💳 Missing Payment

Signed enrollments with no payment method on file — call, note the outcome, and re-send the payment link without leaving the row. Overlaps with High Risk where a commission [HOLD] is also present (badge).

Enrollments on an unproven email address — nobody has confirmed the customer can open it, or the mailbox is dead. The welcome email, the portal link and the first-bill notice go there. Call, read the address back letter by letter, then ☎ Confirm by phone. A dead (bounced) address must be corrected, not confirmed. Closing the desk ticket by hand does not clear a row — only the confirmation does.

Remote consultations booked from the public booking page (book.html) — claim a call, dial the customer at the slot time, then mark the outcome. Times shown in Mountain Time.

Enrollments closed out of the pipeline — rejected, withdrawn, duplicate, cancelled, or abandoned leads. Click a row to open the full record. Rejected and cancelled rows can be reopened back to pending review (Onboarding queue) if the customer re-engages; abandoned leads can be reactivated straight back to the Leads tab.
The status filter also has Inactive (utility): enrollments PNM reports as closed accounts, which the nightly sweep stopped submitting. Those are not closed and not cancelled — their status is untouched — so they are listed only when you pick that option, never mixed into the counts above.
Potential win-back lists cancelled PNM customers kept on PNM's list because they may come back: still cancelled, not allocated, no new bill or charge from Solscribe, and no PNM removal is filed. Tick rows and press Mark potential win-back to add more; open a marked row to Reactivate, Release it to PNM removal, or Unmark it.

Subscription cards — the post-allocation card. The enrollment card (EC) keeps identity, the utility account, the bill and the signed documents; the SC references it and never copies it. Farm lives on the period, not the card, because a subscriber can move farm to farm month to month. Click a row for the full card and its period history.