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Total vendors
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Active partners
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Pending / review
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Follow-up needed
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Do not pursue
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Vendor Status Assigned to Fleet Area Activity
Missing contact info High priority
These vendors are in your pipeline but have no contacts on file — outreach can't happen without someone to contact.
CC & BB Inc
No name, email, or phone recorded
Ella Minop Transportation
Intro email status unclear
Regency Transportation
Cab fleet, Detroit — no contacts
Minnesota Coaches
Engaged status but no contact sheet
City Cab
Only a phone number on file — no email
Awaiting quotes / pricing Blocking onboarding
These vendors can't move to Active without a quote on file.
Trinity Transportation
Waiting on home-to-school route quote
Drivergent
Waiting on response — field trip use flagged
Durham (Blue Valley)
Field trips / sports trips — quote needed
Process improvements to add
These fields don't exist yet in the sheet but would significantly improve tracking.
Compliance docs tracker
Log insurance certs & DOT docs received
Contract status
Distinguish "sent" from "signed"
ZUM consolidation
9 city rows — consider parent + location structure
TOMS status
Most vendors missing this field entirely
Add vendor
New vendor will sync to Google Sheet
Delete vendor?
This will remove the vendor from the sheet permanently. Notes and contacts will remain in the sheet tabs.