The call list and sort modes

The call list on the Dashboard is where your sales team spends most of its time. It shows every customer who's overdue for a reorder, and it gives you a few ways to decide who to call first.

The list holds customers who have passed their expected reorder date — measured against their own average order cycle, not simply days since their last order. Each card shows the customer's name, company (for B2B accounts), a days-overdue badge, lifetime revenue, average cycle, order count, and a Pitch chip when there's a specific cross-sell idea.

At the top of the pane you'll see the count of customers overdue, your total accounts, and a link to anyone currently in Winback.

Use the Sort by dropdown above the list to change the order:

• Most overdue — ranks by how many days past their expected reorder date each customer is. This is the default and keeps the most urgent accounts on top, grouped by priority.
• Highest value — ranks by lifetime revenue, so your biggest accounts come first regardless of how overdue they are.
• Biggest impact — combines how overdue a customer is with how much revenue is at stake, so the most valuable and at-risk accounts float to the top. This is the best default when you want the highest-leverage calls.

Your choice is remembered on your device, so each member of the team can work the list in the order that suits them. Hover the info icon next to the dropdown for a reminder of what each mode does.

• Use the All / High / Med buttons to narrow the list to a priority level.
• On stores that use Shopify B2B, an extra All / B2B / DTC control appears so you can focus on company accounts or direct-to-consumer customers.

If a customer isn't worth a call right now — you just spoke, or they asked you to check back later — click the clock icon on their card to snooze them. Snoozing dismisses them from your call list for seven days, after which they reappear if they're still overdue. This keeps the list focused on people you actually need to reach without losing track of anyone permanently.

The search box at the top of the Dashboard finds any synced customer — including one-time buyers and accounts with no intelligence profile yet — by name, company, email, or phone. This is ideal for inbound calls: type who's on the line and their card opens instantly. Press / anywhere on the Dashboard to jump straight to search.

On stores that use Shopify B2B, matching company accounts appear in a Companies section below the people, searchable by the company name or the location’s. Picking one that has intelligence opens its card; picking one that doesn’t takes you straight to a quote for it, because there’s no history to read yet.

Next to the search box is a New quote button. It searches the same way and goes straight to the quote screen for whoever you pick — the fastest route when a call turns into an order for an account you weren’t looking at. See Creating quotes.

The Customers page lists every synced account, 50 at a time, with the same Risk and Days overdue columns you see on the call list, plus a New quote button on every row.

On stores that use Shopify B2B, a People / Companies switch sits at the top of the page. People is every customer record, as before. Companies lists every company location — the level Shopify prices, files, and invoices B2B orders at — with the parent company, its address, orders, and amount spent. Locations are listed whether or not they’ve ordered yet, so a company account can be quoted the day it’s created. Searching this tab matches the company name or the location name.

RevLogic uses a consistent link format to open a specific customer: /app/dashboard?customerId=... That's why clicking a name in Top calls on Home, a row in the Customers table, an entry in Winback, or a customer on a Task always drops you onto the right account with their full profile loaded. You can rely on these jumps to move between surfaces without losing your place.

• Creating quotes — turn a good call into a quote.
• Cross-sell recommendations and pitch chips — what the Pitch chip is telling you.