Sample Data — Demonstration Only
Follow-Up Task Queue
Every inquiry, estimate, and appointment turns into a clear task with an owner and a deadline.
Overdue tasks
10
Need attention first
Due today
1
On today's list
Follow-ups completed
2
Marked done in this demo
Awaiting owner decision
1
Waiting on an approval
| Task | Customer | Type | Assigned | Due | Priority | Lead stage | Status | Workflow | |
|---|---|---|---|---|---|---|---|---|---|
| Call back (626) 555-4183 | Unknown caller | Missed-Call Callback | Alex Romero | Jul 4, 10:00 AM | High | — | Overdue | Missed Call Recovery | |
| First response call — Yuki Tanaka | Yuki Tanaka | New Lead Response | Priya Natarajan | Jul 4, 9:30 AM | High | New | Overdue | New Lead Response | |
| Day 7 follow-up — Robert Miller estimate | Robert Miller | Estimate Follow-Up | Marcus Lee | Jul 5, 9:00 AM | Medium | Estimate Sent | Overdue | Estimate Follow-Up | |
| Confirm site visit — James Wilson | James Wilson | Appointment Confirmation | Priya Natarajan | Jul 5, 12:00 PM | Medium | — | Overdue | Appointment Confirmation | |
| No-show recovery — Denise Okafor | Denise Okafor | No-Show Recovery | Alex Romero | Jul 4, 3:00 PM | High | — | Overdue | Appointment Confirmation | |
| Final check-in — Paul Whitman estimate | Paul Whitman | Estimate Follow-Up | Marcus Lee | Jul 4, 1:30 PM | Medium | Follow-Up Needed | Overdue | Estimate Follow-Up | |
| Review request — Grace Kim | Grace Kim | Review Request | Priya Natarajan | Jul 5, 10:00 AM | Low | — | Overdue | Post-Job Review Request | |
| Approve draft — past customer reconnect campaign | — | Reactivation Approval | Dana Whitfield | Jul 7, 9:00 AM | Medium | — | Overdue | Past Customer Reactivation | |
| Second attempt — Angela Foster | Angela Foster | New Lead Response | Alex Romero | Jul 4, 11:00 AM | High | Follow-Up Needed | Overdue | New Lead Response | |
| Deposit collection — Baker remodel | Tom & Ellen Baker | Deposit Collection | Priya Natarajan | Jul 2, 12:00 PM | High | — | Completed | Estimate Follow-Up | |
| Kickoff scheduling — Baker remodel | Tom & Ellen Baker | Project Kickoff | Marcus Lee | Jul 8, 9:00 AM | Medium | — | Overdue | Estimate Follow-Up | |
| Send flooring one-pager — Denise Okafor | Denise Okafor | General | Priya Natarajan | Jul 3, 4:00 PM | Low | — | Completed | — |