Tasks & Reminders
Manage your high-priority sales activities and follow-ups.
Task Name
Associated Lead
Due Date
Type
Follow up with Sarah Jenkins
Request quarterly revenue reports
SJ
Sarah Jenkins
Oct 24 (Overdue)
call
more_vert
Send Proposal to TechStream
Include the new enterprise pricing tier
TS
TechStream Inc.
Tomorrow, 10:00 AM
mail
more_vert
Contract Review Meeting
Finalizing Q4 deliverables
MB
Marcus Brutus
Oct 30, 2:00 PM
groups
more_vert
Initial Discovery: New Lead
Introductory call via LinkedIn referral
DL
David Loft
Oct 31, 9:30 AM
call
more_vert
Check payment status
Invoice #8841 is currently 3 days late
RA
Retail Alpha
Oct 25 (Overdue)
mail
more_vert
Showing 5 of 24 tasks
trending_up
WEEKLY TARGET
84%
You've completed 12 more tasks than last week.
warning
URGENT ATTENTION
4 Overdue
These tasks require immediate follow-up to prevent lead decay.
Review Now arrow_forward
calendar_today
NEXT UP
Product Demo
With Zenon Tech in 2 hours.
rocket_launch