Money

Deposits to chase

Every deposit with no payment on the lead since, oldest first, with the closer, the amount and a link to the lead.

Read as Markdown

Deposits to chase lists every deposit that is waiting on the rest of the money. It is the same list PYLO's deposit reminder job posts to your sales ops channel, so the page and the post always agree.

Who can open it

Owners, admins and ops. Anyone else is sent to Payments.

What is on the list

A call with the outcome Deposit is listed when:

• it was taken at least your deposit window ago (two days unless your workspace set another), and within the last 90 days, and
• the lead has had no successful payment since the call, other than the deposit itself.

Each row shows the lead, the closer on the call, the deposit taken, when it was taken and how long it has waited. Open lead goes to the lead's page.

The deposit is the lead's initial payment, shown in the currency it was taken in. Totals at the top are given per currency and never added across two. A row reads Not recorded when the call says Deposit but no deposit payment is stored for the lead.

Filters

Over a week and Under a week split the list by how long each deposit has waited. The closer buttons show one closer's deposits.

Reminders in your channel

The strip at the top says whether the deposit reminder job is posting this list to your channel, and its switch turns that on or off. With it off, this page is the only place the list shows.

Common questions

A lead paid, so why is it still listed? The payment has to be dated after the deposit call and recorded as succeeded. A payment logged against a different lead, or still pending, does not clear it.