PELIKAN
FY27 Sales · S. Pelikan
My Day
Day Planner
Dashboard
CPA Tracker
Campaigns
Intel Feed
Monthly Minimum
Weekly Handoff
Campaign Dashboard
Current Clients
Log Referral
Weekly Emails
Log CPA Stop
Log D2D Stop
Log Dial
Email Recap
EOD Email
Prospects
Prospect List
Territory Map
Follow-Up List
January Pipeline
Settings
Import CPA Data
Import Contacts
Quick Add Contact
Merge CPAs
Dedupe Contacts
PELIKAN
FY27 · S. Pelikan
Edit Stop
Edit Stop
Steve Pelikan — Jacksonville, FL
Edit Stop
Debbie's Accounting Services Inc
Back
Visit Details
Stop Type
Visit
Call
Scheduled Meeting
Date
Contact Name
Action Type
— None —
Stop In
Drop Materials
Referred - Follow Up Call
Email
Phone Call
Appointment Set
Other
Met / Missed
Not set
Met
Missed
Controls whether a same-day thank-you email can be drafted for this stop.
Stop Notes
Stop Memo
Referral from Debbie. Mohammed's Dad's company, Honest Skilled Handyman, needs payroll
Contacts Engaged
(optional)
DEBBIE CREGO
Admin - Courtney
— CPA
Amir
— CPA
Bill
— CPA
Brenda Johnson
— CPA
Chris
— CPA
Debbie Wilmot
— CPA
Delilah Vasquez
— CPA
Erisa
— CPA
Iriela
— CPA
Jeanette Mendez
— CPA
Jennifer Smith
— CPA
Jess
— CPA
Jessie Padilla
— CPA
Julie Perry
— CPA
Justin Wilmot
— CPA
Lisa
— CPA
Nick Wilmot
— CPA
Rachele Lawrence
— CPA
Robert Rowe
— CPA
Romeake
— CPA
Samara
— CPA
Samara Martinez
— CPA
Selma Hidic
— CPA
Sonya
— CPA
Trey Hunt
— CPA
Big 6 Talking Points
(optional)
4 Ways to Partner
Interested
Neutral
Not Interested
Merchant Services
Interested
Neutral
Not Interested
401k/Retirement
Interested
Neutral
Not Interested
PEO
Interested
Neutral
Not Interested
HR 650
Interested
Neutral
Not Interested
Payroll/WC
Interested
Neutral
Not Interested
Notes
(optional, shared across selected topics)
Unchecking a topic removes it from this stop's coverage — it'll show as Not Covered again unless logged elsewhere.
Referrals
Referred Name
Business Name
Phone
Email
Notes
This referral will be removed from this stop. What should happen to the linked prospect
Honest Skilled Handyman
?
Keep it in the pipeline (unlinked)
Delete it too
Undo
Add a Referral
Each new referral you add here automatically creates a prospect record.
Referred Name
*
Business Name
Phone
Email
Notes
Follow-Up Meeting
(optional)
Meeting Date
Agenda / Topic
Status
Scheduled
Completed
Cancelled
Contacts
DEBBIE CREGO
Admin - Courtney
Amir
Bill
Brenda Johnson
Chris
Debbie Wilmot
Delilah Vasquez
Erisa
Iriela
Jeanette Mendez
Jennifer Smith
Jess
Jessie Padilla
Julie Perry
Justin Wilmot
Lisa
Nick Wilmot
Rachele Lawrence
Robert Rowe
Romeake
Samara
Samara Martinez
Selma Hidic
Sonya
Trey Hunt
Notes
Remove this meeting (deletes it permanently)
Follow-Up
Next Visit Date
(optional)
Action Item
(optional)
Cancel
Save Changes
Home
CPAs
Log CPA
Log D2D
More
More Options
Cockpit
My Day
Day Planner
Prospect List
Territory Map
Follow-Up List
January Pipeline
Campaigns
Intel Feed
Monthly Minimum
Weekly Handoff
Campaign Dashboard
Current Clients
Log Referral
Weekly Emails
Log Dial
Email Recap
EOD Email
Import CPA Data
Import Contacts
Quick Add Contact
Merge CPAs
Dedupe Contacts