Proof Rounds

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Account details

Business name Street address

City

State

ZIP

Premise type

Delivery hours

Days

From

To

Standing delivery instructions

Applies to every order for this account. Reps can still add a one‑off note per order.

Last changed

No changes yet.

Payment

Liquor license

Closed for good?

Business name Address — optional, the name is enough to look it up

State liquor license number · optional

Off the ILCC certificate (e.g. 1A-0080082). Type it and the state license attaches when you save. Only state liquor licenses attach — a city license number can't.

Premise type *

On‑prem = serves on site (bar / restaurant) · Off‑prem = sells sealed to go (store) · Both

Main line phone · optional

Buyer details are added later from the account screen — check in first, learn who the buyer is, circle back.

–

logged today

–

this week

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Buyers

Assigned reps

Buying hours

Recent activity

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How did you reach them?

Purpose of the visit *

How warm is this account?

Prefilled with the current read — tap to change it, tap again to clear. Cold (no interest) to hot (buying / ready to buy). Optional.

Cold

Neutral

Warm

Hot

Which buyer did you talk to?

Only conversations with buyers are counted. Not on file yet? Add them here.

Notes

Buyer wasn't in

Left samples

Left a price sheet

Asked me to come back

Placed an order

Dictate

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