Sales Aide

Sales Aide

Sales App

JS

John Smith

Sales Representative

Total Tasks
6

10h 0m estimated

Overdue Tasks
5

Requires immediate attention

In Progress
1

Currently active

Completion Rate
17%

1 of 6 completed

Task Management

Overdue

5
Follow-up call with Johnson family
Check on their decision regarding solar installation proposal
high
overdue30m
hot-leadsolar-installation
Due: 1/10/2024Overdue
MJ
Mike Johnson
(555) 123-4567
JD
John Doe
Site measurement - Smith residence
Measure roof dimensions and assess installation requirements
high
pending2h 0m
measurementsite-visit
Due: 1/16/2024Overdue
SS
Sarah Smith
(555) 987-6543
456 Oak Avenue
JD
John Doe
Proposal preparation - Williams
Create detailed solar installation proposal with pricing
medium
in progress1h 30m
proposalpricing
Due: 1/18/2024Overdue
RW
Robert Williams
JS
Jane Smith
Door-to-door canvas - Maple Street
Canvas neighborhood for new leads and appointments
medium
pending4h 0m
canvassinglead-generation
Due: 1/17/2024Overdue
Maple Street area
MW
Mike Wilson
Contract signing appointment
Meet with Davis family to finalize installation contract
high
pending1h 30m
contractclosing
Due: 1/19/2024Overdue
LD
Lisa Davis
(555) 456-7890
789 Pine Street
JD
John Doe

Pending

0

No pending tasks

Drag tasks here to update status

In Progress

1
Proposal preparation - Williams
Create detailed solar installation proposal with pricing
medium
in progress1h 30m
proposalpricing
Due: 1/18/2024Overdue
RW
Robert Williams
JS
Jane Smith

Completed

1
Post-installation follow-up
Check customer satisfaction and system performance
low
completed30m
follow-upsatisfaction
Due: 1/12/2024
MT
Mark Thompson
(555) 321-0987
JS
Jane Smith
Completed 1/12/2024, 3:20:00 PM
Recent Activity
Track all task changes and updates

John Doe created task: Contract signing appointment

1/15/2024, 4:45:00 PM

Jane Smith completed task: Post-installation follow-up

1/12/2024, 3:20:00 PM

Jane Smith updated task: Proposal preparation - Williams - Updated priority to medium

1/14/2024, 8:00:00 AM