Sales
Follow-up queue for open conversations.
New
6
Pending reply
9
Quote follow-up
5
Inactive leads
14
Bill: "Can we phase Building C into spring?"
Sep 16, 2:41 PM
Frank: sent phased pricing options
Sep 16, 4:02 PM
Automated: quote follow-up reminder
Sep 18 · scheduled
Task: confirm phasing decision
Due Sep 19
Bill Farrell
Quote follow-up · 2 min
Dr. Amanda Cole
EPDM recover questions
M. Ruggiero
Start date confirmed
L. Novak
No reply in 12 days
Sample data shown for demonstration. Residential and commercial work share the same Geofence, estimate, quote and job engine.