Wednesday, April 1

Today

Due Now

12

Missed Calls Today

18

Unsold Estimates Due

7

Handoffs Sent

5

Units Used This Month

83 / 120

Clients Near Cap

2

Work Queue

Due Now

LeadTypePrioritySLATouchesStatusActions
Sarah KimArctic Air & Heat(214) 555-0182
Missed Call
High
12 min leftNow
0 / 2
New
Brian LopezSummit Comfort(480) 555-0134
Unsold Estimate
Medium
Due today2:30 PM
1 / 3
Waiting
Emily RossNorth Star HVAC(813) 555-0117
Missed Call
High
28 min leftNow
1 / 2
In Progress
Jason PatelPremier Home Air(602) 555-0170
Unsold Estimate
Low
Due tomorrowTomorrow
0 / 3
New

Selected Opportunity

Sarah Kim

Client

Arctic Air & Heat

Phone

(214) 555-0182

Type

Missed Call

Status

New

Notes

Called after missed inbound. Homeowner asked about same-week cooling issue and possible financing options.

10:02 AMOpportunity created from missed-call feed
10:05 AMQueued for first callback

Portfolio

Client Health

Arctic Air & Heat83 / 120
Watch
Summit Comfort67 / 120
Healthy
North Star HVAC109 / 120
Near Cap
Premier Home Air41 / 120
Healthy

Recent Activity

Handoffs

Arctic Air & Heat — Sarah Kim — financing callback requested — 10:14 AM
North Star HVAC — Emily Ross — replacement consult requested — 9:41 AM
Summit Comfort — Brian Lopez — office follow-up requested — 8:58 AM

Attention Needed

Exceptions

1 missed call older than 60 minutes
2 duplicate records detected this morning
1 client feed failed import at 7:05 AM