Your Business

Pipeline6

Today's Tasks

What needs your attention right now.

⚠ Past Due (4)

Call Maria Alvarez — follow up on quote

Due yesterday

Email Sunrise Spa the proposal

Due 2 days ago

Text R. Coleman about scheduling

Due 2 days ago

Send Peak HVAC revised estimate

Due 3 days ago

● Today (3)

Call back J. Whitmore

Today · 2:00 PM

Follow up with L. Bennett on quote

Today · 4:30 PM

Confirm appointment — Dave's Auto

Today · 5:00 PM

○ Upcoming (2)

Check in with Cira Cleaning

Tomorrow

Quarterly review — M. Torres

Fri

📝 You · 2 days ago

Wants the job done before end of month. Budget approved.

📝 You · 5 days ago

Referred by a past customer. Very warm lead.

Follow up on quote

Due yesterday

Send contract

Tomorrow

📞 Outbound call · 2 days ago · 4m

Discussed scope and pricing. Sounded ready to move.

✉ Email sent · 3 days ago

Sent initial quote — $3,200.

💬 Text · 4 days ago

"Thanks, looking forward to the quote!"

📝 Note · 5 days ago

First contact — inbound from website form.