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Manage your tasks and activities efficiently
8
Total Tasks
1
Completed
7
Overdue
0
Due Today
Update CRM data for Enterprise Corp
Clean and update contact information and deal status.
Jan 5, 2025
Mike Johnson
Enterprise Corp - Jennifer Adams
Completed
Send contract to Global Solutions
Final contract review and signature collection for Q1 deal.
Jan 6, 2025
Mike Johnson
Global Solutions - Lisa Wang
Pending
Product demo for TechStart Inc
Showcase advanced reporting features and integration capabilities.
Jan 7, 2025
Sarah Wilson
TechStart Inc - Mike Chen
In-progress
Follow up with Acme Corp regarding proposal
Need to discuss pricing and implementation timeline for the new CRM system.
Jan 8, 2025
John Doe
Acme Corp - Sarah Johnson
Pending
Weekly team standup meeting
Review progress on Q1 targets and discuss upcoming opportunities.
Jan 9, 2025
Emily Davis
Pending
Call prospect - Innovation Labs
Initial discovery call to understand their CRM requirements.
Jan 10, 2025
John Doe
Innovation Labs - David Kim
Pending
Schedule follow-up meeting with StartupXYZ
Coordinate calendars for next phase discussion.
Jan 11, 2025
Emily Davis
StartupXYZ - Alex Rodriguez
Pending
Prepare quarterly sales report
Compile Q4 performance metrics and prepare presentation for board meeting.
Jan 12, 2025
Sarah Wilson
In-progress