FOLLOW-UP

Tasks

Track calls, texts, emails, reviews, and follow-ups across the CRM.

+ New task
Open tasks
2
Across the team
Overdue
1
Needs attention
Completed
0
Recent completed tasks
Linked contacts
531
Available for assignment
OPEN QUEUE

Next actions

Follow up with Melanie HarmonMelanie Harmon · Sep 23, 9:04 PM
OverduehighContact
Push to book a discovery flightMatthew Harmon · Dec 12, 12:12 PM
callnormalContact