Today's Events
3
Follow-Ups Due
4
Installs Scheduled
2
Renewal Calls
3
Service Visits
1
Overdue Tasks
1
Mar 20, 2026Today
Mar 20, 2026 · 10:30 AM
Harbor Inn renewal quote review
Charleston, SC
18 days left on contract. GM reviewing 3-year term.
Assigned: T. Mitchell
Mar 20, 2026 · 2:00 PM
Bayfront Suites — 3 week call
Savannah, GA
Hot lead — Smartbox + EVOLVE package.
Assigned: T. Mitchell
Mar 20, 2026 · 9:00 AM
Metro Express — NOC escalation
Chicago, IL
Smartbox offline 6+ hours. Coordinate with GM.
Assigned: NOC Tier 1
| Time | Type | Event | Location | Assigned | Priority | Status | Actions |
|---|---|---|---|---|---|---|---|
| 10:30 AM | Renewal reminder | Harbor Inn renewal quote review 18 days left on contract. GM reviewing 3-year term. | Charleston, SC | T. Mitchell | High | Scheduled | |
| 2:00 PM | Lead follow-up call | Bayfront Suites — 3 week call Hot lead — Smartbox + EVOLVE package. | Savannah, GA | T. Mitchell | Medium | Scheduled | |
| 9:00 AM | Smartbox offline follow-up | Metro Express — NOC escalation Smartbox offline 6+ hours. Coordinate with GM. | Chicago, IL | NOC Tier 1 | High | Scheduled |
Today's Priority Queue
1. Overdue follow-ups
2. Renewal calls under 30 days
3. Smartbox offline follow-ups
4. Install appointments
5. Quote follow-ups
Follow-Up Templates
Reusable install, quote, contract, service, and marketing workflows
3 Days After Install
Post-install check-in
3 Weeks After Install
Mid-cycle touchpoint
3 Months After Install
Quarterly review
Quote Follow-Up
After quote is sent
Contract Follow-Up
Missing paperwork
Service Follow-Up
After service events
Marketing Follow-Up
Advertiser outreach
Custom Follow-Up
One-off scheduled task