When a rep quits or gets let go, their assigned CRM contacts don't reassign themselves. Left unaddressed, that customer is nobody's job — no follow-up, no ownership, no accountability. Louie's Orphan Owner Report finds every one of them so a manager can hand them off in a few clicks.
Run the Orphan Owner Report and Louie checks every CRM contact against two ground-truth signals: has this rep sold a car in the last 180 days, and are they still active on the real HR roster? Any contact left pointing at a rep who fails both checks comes back as an orphan, grouped by the rep who left.
No spreadsheet exports. No manually cross-referencing an org chart against a contact list.
One click, anytime — no waiting on a schedule
Every assigned rep is checked against 180-day sale activity and the active HR roster. Fails both, and their contacts are flagged.
See exactly how many contacts each departed rep left behind, not just a flat list.
Pull the list into your CRM tools and hand each contact to an active rep.
Example contact: Maria Sandoval — 2019 Honda Accord, purchased Apr 2022. Ready to reassign to an active rep.
The report doesn't guess who's active — it checks against real records, not a stale org chart.
The report doesn't just dump a flat list — it groups orphaned contacts by which rep left, so a manager can see the full scope of what needs redistributing at a glance.