PELIKAN
FY27 Sales · S. Pelikan
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PELIKAN
FY27 · S. Pelikan
Edit — RCARTY CPA
Edit — RCARTY CPA
Steve Pelikan — Jacksonville, FL
Edit CPA
Tier
*
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Firm Name
*
Primary Contact
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Address
City
ZIP
Territory Zone
PRIMARY
SECONDARY
REMOTE - PHONE/EMAIL
Status
Not Contacted
Active
Selling Season
Contact Method
Physical Stop
Call
Email
Mail
Drives physical-stop routing/capacity counts (a later phase) — not enforced yet.
Priority
High
Normal
Low
Next Visit — Steve's Override
(optional)
A hard date you set by hand (e.g. "come back in 3 weeks") — shown separately from the computed "Scheduled" date on the detail page; nothing overwrites this automatically.
Next Theme — Steve's Override
(optional)
— use computed suggestion —
1. Ways We Partner + Wheel of Services
2. Retirement + PEO
3. Workers Comp + SixFifty HR
4. Merchant Services + Funding Solutions
Forces which Selling Season theme is suggested next for this CPA — always wins over the computed suggestion. Useful for informal conversations outside a logged stop, or deliberately resequencing. Clears itself automatically the next time you log a stop here.
Notes
Stop Memo
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