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Your open tasks and estimates

Open Tasks
Due DateRelated ToTask TypePriorityStatusAssigned ToCreated Date
Oct 30, 2026 at 9:00 AMSarah Mitchell (Premier Auto Dealership)Follow Up
High
Open
demo-userOct 27, 2026
Oct 30, 2026 at 11:00 AMWebsite Inquiry Co.Call
High
Open
demo-userOct 28, 2026
Oct 30, 2026 at 2:00 PMJames Park (Elm Street Car Owner)Email
Medium
Open
demo-userOct 29, 2026
Oct 31, 2026 at 10:30 AMRobert Alvarez (Luxury Auto Collection)Meeting
Medium
Open
demo-userOct 29, 2026
Oct 31, 2026 at 3:00 PMLinda Chen (Fleet Services Inc.)Call
Low
Open
demo-userOct 30, 2026
Nov 1, 2026Referred ProspectsFollow Up
Medium
Open
demo-userOct 29, 2026
Open Estimates
Estimate NumberClientStatusCreatedTotal Amount
E-1001Premier Auto Dealership
Sent
Oct 10, 2026$4,250.00
E-1004Luxury Auto Collection
Premeeting
Oct 25, 2026$8,900.00
E-1003Fleet Services Inc.
Sent
Oct 16, 2026$18,500.00
Open Leads
NamePhoneStatusSourceEst. Value
Website Inquiry Co.(555) 100-2000
New
Website$15,000.00
Online Request Inc.(555) 100-2001
Contacted
Website$22,000.00
Referred Prospects(555) 100-2002
Qualified
Referral$35,000.00
Goals
Assigned ToMetricTargetPeriodProgress%Actions
YouRevenue Won200,000—
0 / 200,000
0%