Contacts & New Customers Module

Customer identification, segmentation, and assignment system

New Customers
All Contacts
Do Not Call
Assignments
Configuration
24
New Today
156
This Week
12
Unassigned
92%
Assignment Rate
JD
John Doe
john.doe@email.com • +1 (555) 123-4567
Retail Customer • Account #: RC-2024-001
Premium
Unassigned
Has Debit
SM
Sarah & Mike Johnson
sarah.johnson@email.com • +1 (555) 987-6543
Joint Account • Account #: JA-2024-045
Standard
Assigned to Agent Smith
Has Debit
AB
Alice Brown
alice.brown@email.com • +1 (555) 456-7890
Retail Customer • Account #: RC-2024-002
Basic
Unassigned
No Debit
RW
Robert Wilson
robert.wilson@email.com • +1 (555) 321-6547
Retail Customer • Account #: RC-2024-003
Premium
Assigned to Agent Johnson
Has Debit
47
Do Not Call
8
Added Today
3
Status Changed
12%
Conversion Rate
TM
Tom Miller
tom.miller@email.com • +1 (555) 234-5678
Retail Customer • Account #: RC-2024-004
Basic
No Debit - DNC
Added: 2 days ago
LG
Linda Green
linda.green@email.com • +1 (555) 345-6789
Joint Account • Account #: JA-2024-046
Standard
No Debit - DNC
Added: 1 week ago
DH
David Harris
david.harris@email.com • +1 (555) 456-7890
Retail Customer • Account #: RC-2024-005
Premium
Status Changed - Has Debit
Updated: 1 hour ago
JS
Jessica Smith
jessica.smith@email.com • +1 (555) 567-8901
Retail Customer • Account #: RC-2024-006
Standard
No Debit - DNC
Added: 3 days ago

🔧 Implementation Notes for Developer

Fair distribution algorithm with agent capacity limits
  • APIs Needed: /api/customers/new, /api/assignments/auto-assign, /api/data-sync/*
  • Database: unified_contacts, customer_assignments, agent_workload tables
  • Timeline: July 8-21, 2025 (2 weeks)