Track every client from signed agreement to first fill-up.
Where every client stands today.
Clients activated per day, last 30 days
Day
Select a client to review their profile, documents and progress.
| Company | Stage | Onboarding progress | Account owner | Updated | Tags | Actions | |
|---|---|---|---|---|---|---|---|
| Active | 100% | Robin Lee | Aug 31 | DieselWeekly billing | |||
| Active | 100% | Robin Lee | Aug 31 | DieselWeekly billing | |||
| Onboarding | 50% | Jamie Chen | Aug 31 | DieselWeekly billing | |||
| Shipped | 75% | Jamie Chen | Aug 31 | DieselWeekly billing | |||
| Rejected | 0% | Jamie Chen | Aug 31 | DieselWeekly billing |
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A complete file is a faster start.
Review agreements, business registrations and insurance before activating a client.