Retention

The client book, Today for retention, deposits, hand-off from sales.

Your book

Clients ranks your book by value tier, days since deposit, days since contact, risk flags and the next promised contact. Filters and sort stay in the address bar. Retention agents call clients from Relay or Parley: the Clients tab there is the same queue, in the order to work it.

Today for retention

• Callbacks due now — with the promise text and the client's local time; late ones are marked missed.
• Going cold — no contact for 7 / 14 / 30 days.
• Money gone quiet — funded, but no deposit for 30+ days.

Deposits and FTD

Record a deposit from the client page (FTD form). It stays 'waiting for confirmation' until a manager confirms it in Reports → FTD; only then does it count as an FTD, credited to the agent who earned it, and only then does the partner feed show it.

Hand-off from sales

A client converted from a lead shows 'Handoff from sales' — the last three sales calls and the newest AI summary — so you know what was promised before you call.