AT&T 2:05 PM
2:05
Friday, April 24

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2:05 PM
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2:05 PM

Queue

5 waiting · 12 total at this store

Available
Name
Waiting
Assigned Rep
Check-in Type
8 min
You
Walk-in
10 min
Marcus Reid
Walk-in
11 min
Nina Alvarez
Online
21 min
-
Walk-in
Walk-in
Online
Showing 5 of 12 check-ins Show full queue
Leads
View Leads
4 lead summaries Open Leads
Knowledge Updates
1 article highlighted View Knowledge
2:05 PM
Case
Natasha Romanoff
Customer Account Number
234567812345
Case Number
00000447392
Type
Device · Inquiry AIA
Case Action
Stolen / Lost · AIA Device
Target Close Date
12/01/2022
Product Category
AT&T Internet Air All-Fi
Response
Email
Case Origin
Phone
Work Group
STOLEN-DEVICE-AIA
Case Category
Escalation
2:05 PM
2:05 PM
Notifications
NEW! Lead Assignment
@Mike Jones has assigned you lead Liza Downton
Today 10:00 AM
ALERT! Due Today / Past Due
Lead Oscar Bryant scheduled follow up was missed; 1 day past due
Today 9:00 AM
ALERT! Lead Re-Assignment
@Mike Jones re-assigned lead Jalen Howard-Smith to @Erna Auerbach
Yesterday 9:40 PM
ALERT! Customer Requested Follow-up Missed
Jalen Howard-Smith preferred contact date; 1 day past due
Apr 22, 2026 9:40 PM
SMS: Lead John Dalton has sent you a SMS
Hey Amelia, Thanks again for helping me out today and please let me know what you find out about those family plan. I think I will need many lines so I look forward to what deals you can offer and possibly new devices.
Apr 22, 2026 9:00 AM
SYSTEM UPDATE! Employee Location Change
Your location has been updated to 1 Powell St
Apr 21, 2026 10:30 AM
2:05 PM
Due Today / Past Due (4)
4 items · Sorted by Last Name
2:05 PM
Lead
Natasha Romanoff
Wireless customer · Account on file · ID A‑0091842
Captured
Contacted
Converted
Contact By:
04-25-2026
Customer Requested:
04-25-2026
Lead Strength:
Priority
Follow-up Opportunity:
Postpaid; 4 Lines
Last Contact - Call:
04-23-2026; 12:00 PM
Last Contact - SMS:
04-23-2026; 12:00 PM
Contact Preference:
Call; SMS
Employee Location:
1 Powell Street
Latest Call Notes:
Interested in adding a line and buying a new iPhone based on…
Latest SMS Message:
Interested in adding a line and buying a new iPhone based on…
2:05 PM
New Lead

Customer Consent

By entering your mobile phone and/or email below, you agree to receive special offers and promotions from AT&T relating to our products and services via automater phone calls, text messages, and/or email. You understand that your consent is not a condition of purchase.

Employee Use Only

1 Powell Street

Contact Preferences

Reset the form and clear all inputs?
2:05 PM
Refresh · Updated 2 min ago
Your Metrics
Leads by Status
The Past 30 Days
62
20
12
Captured Contacted Closed-Sale
Captured Leads by Follow-up Opportunity
The Past 30 Days
62
Prepaid Postpaid AT&T Internet Accessories DirecTV AT&T TV Protection
Lead Sources
The Past 30 Days
62leads
In-Store · 52 Re-Assigned · 10
Closed-Sale by Week
Trailing 6 Weeks
W1W2W3W4W5W6
Closed-Sale Trend ▲ +28% vs prior
2:05 PM
Refresh · Synced 1 min ago
Reports
Top Stores · By Captured Leads
All Reps · Past 30 Days
1 Powell St
312
2410 Mission St
274
3555 Geary Blvd
188
1 Stockton St
142
845 Market St
118
1900 Ocean Ave
94
Top Reps · Closed-Sale
San Francisco Region · Past 30 Days
Amelia Davis
19
M. Brown
16
N. Choudry
14
A. Gonzales
12
J. Dalton
10
L. Kawecki
8
Conversion by Opportunity Type
Past 90 Days · 184 leads
31%avg conv
Postpaid · 32% Internet · 28% DirecTV · 22% Accessories · 18% Protection · 16%
Pipeline by Region
Open opportunities
SFLASDSAC
$284K open · LA leading
2:05 PM
Actions & Suggestions
Broader nudges for the team: gratitude, follow-ups, and in-store items.
AT&T AGENT
Accounts in Queue

Guests with no account yet look lighter, they still checked in with the minimum required fields and stay tappable to continue the profile.

Key accounts 2
Watch list 3
Recent accounts

Most recent touches on the floor. Open Customer Central for the full record.

Sales & floor snapshot
Manager-style readout for this location (demo numbers).
Activations (WTD)
28
Revenue (today)
$14.2K
Open in-store messages
3
Avg. handle time
18m
Trade-ins staged
5
NPS pulse (7d)
62

Tip: Use Customer Central for billing, lines, and case work. This hub is for quick store context and handoffs.

2:05 PM
Interaction
Natasha Romanoff
Contact Phone Number
(555) 222-4444
Contact Email
Employee
CPNI Consent
Permanent Granted
Actions & Suggestions
AT&T AGENT
5G Plus add-on charged after cancellation. Suggested credit available. Opens resolution.
Wireless
Account: 123456781234
RecommendationRead More
Account: 123456781234
RecommendationRead More
Wireless - 123456781234
Plans
Account:
058965431531
Product:
Wifi Extender
Plan/Package:
AT&T Unlimited Plus Multi Line
Account Status:
Active
Monthly Cost:
$107.99
Line:
10
Lines
Phone Number:
(212) 555-5574
User:
Natasha Romanoff
Plan:
AT&T Unlimited Plus
Make & Model:
Apple iPhone 12 Pro
Install Remaining:
23 Remaining
Install Amount:
$50.00
Warranty:
$120.05
Device Protection:
-
Upgrade:
-
Phone Number:
(212) 555-5574
User:
Natasha Romanoff
Plan:
AT&T Unlimited Plus
Make & Model:
Apple iPhone 12 Pro
Install Remaining:
23 Remaining
Install Amount:
$50.00
Warranty:
$120.05
Device Protection:
-
Upgrade:
-
2:05 PM
Knowledge
Suggested for Natasha Romanoff
Based on her account, plan, and current promotions in Customer Central
Browse categories
Popular this week
2:06 PM
Natasha Romanoff · SMS
Thanks for confirming! Your Sales representative will reach out to you soon. Reply STOP to end mktg msgs.
Amelia Davis · today, 5:01 PM CT
Hi Liza. Great working with you yesterday. I am contacting you to let you know that the iPhone SE's you had interest in, are in stock. - Amelia Reply STOP to end mktg msgs
Amelia Davis · today, 5:17 PM CT
Hey there! That sounds good.
Liza Downton · today, 5:15 PM CT
What time works best to come in?
Liza Downton · today, 5:16 PM CT
Anytime you like is great! I am available today and also Saturday April 25. I can have the iPhones set aside for you to look at. What colors were of interest? - Amelia Reply STOP to end MKTG msgs
Amelia Davis · today, 5:17 PM CT
2:06 PM
Make Payment

Account · Liza Downton

Account Number123456781234
CycleMar 18 – Apr 17
AutoPayOn · Tue
Bill DeliveryPaperless

Current Statement

Wireless · 4 linesUnlimited Plus Multi Line
$140.00
Device installments2 lines · 23 months remaining
$31.42
5G Plus add-onDISPUTED · cancelled in March
$10.00
Taxes & fees
$8.50
Subtotal$181.42
Total Due$181.42

Payment Amount

Past Due$10.00
Total Due$181.42
Custom$ -

Verify Customer Identity

Verification per CPNI policy. Logged to interaction record.

Payment Method

Tokenized via PCI-compliant gateway. Card not stored on device.

Order Summary

Subtotal$181.42
Charging today$181.42

Payment Captured

Liza's payment has been processed and a receipt was emailed. The interaction has been logged to Customer Central.

Confirmation #PAY-2026-08821
Amount$171.42
MethodVisa ••4242
DateToday · 2:06 PM
2:06 PM
Statement · Mar 18 – Apr 17

Liza Downton · Account 123456781234

Statement DateApr 17, 2026
Due DateMay 6, 2026

Wireless Charges

Line 1 · (212) 555-5574Unlimited Plus · iPhone 12 Pro
$45.00
Line 2 · (212) 555-5575Unlimited Plus · iPhone 12
$45.00
Line 3 · (212) 555-5576Unlimited Plus · iPad
$30.00
Line 4 · (212) 555-5577Unlimited Plus · Apple Watch
$20.00
Wireless subtotal$140.00

Add-ons

5G Plus add-onDisputed · cancelled Mar 12
$10.00
Device protection
$0.00

Installments & Equipment

iPhone 12 Pro · 23 of 36$22.92 / mo
$22.92
Apple Watch · 11 of 24
$8.50

Taxes, Surcharges & Fees

Federal Universal Service
$3.20
State 911
$0.80
Regulatory cost recovery
$1.50
Sales tax
$3.00
Total Due$181.42
2:06 PM
Einstein · Issue Detected
5G Plus add-on dispute (≈ $10.00)
Natasha cancelled the 5G Plus add-on on Mar 12, 2026, but the change didn't propagate before the Mar 18 cycle cut. Three months of $10 charges have been disputed via Chatter and one prior call.
Confidence · High (94%) · Source: Billing event log + Chatter case #CS-08821

Recommended Adjustment

Credit current cycle ($10.00)Apply
Refund last 2 cycles ($20.00)Submit ticket
Cancel 5G Plus retroactive to Mar 12Auto

Verify with Customer

Adjusted Total

Original balance$181.42
Einstein adjustment−$10.00
New balance due$171.42