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Back office
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Back office
Dashboard
OverdueCalls whose time has comeThis weekIntro calls, Monday to SundayNeeds follow upDidn’t finish, or never bookedVisitsTo review, and today’sWaiting on the brokerOut-of-area decisions
Overdue
A call whose time has come while the lead is still at Call booked. Move the stage on and it leaves this list. Tasks on signed clients will land here too once the task scheduler is built.
Documentation Visits
Needs review
Today and the next 7 days
This week
Leads to follow up on
Waiting on the broker
Outside the service area and still New. The broker decides: move the lead to Contacted to take it on, or to Lost with “Outside our area”.