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Hours til week end
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Deals WTD
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version v1.0.0-
Find an app page, setting or help guide.
A personal view of assigned leads, follow-up tasks, closed deals in delivery, and payments currently due.
No appointments scheduled.
View CalendarEstimates sent by this rep that are still awaiting a won or lost outcome.
Customers with dedicated follow-up tasks assigned to Amelia Chen.
Closed deals in the operational pipeline that are not installed and now await work from others.
Remaining payments currently due on jobs where a deposit has already been collected.
Total leads assigned over the last 12 months.
35% of assigned leads received an estimate.
Amelia Chen
First place7
Accepted quotes
Runner-up: Noah Williams · 5
3 SMS clicks · 2 tracked email clicks
4 email opens · 2 email-reported clicks
2 recorded page visits · Last recorded open · SMS, Email
First recorded open
0 SMS clicks · 0 tracked email clicks
0 email opens · 0 email-reported clicks
No page open recorded
Automated checks can affect link clicks and email opens. Page visits require a visible browser page; repeat views within 30 minutes and link requests within 5 minutes are grouped. Signed-in staff previews are excluded. Older links have no channel attribution. Email event counts show the latest 1,000 events for these estimates.
| Task | Customer | Due | Status |
|---|---|---|---|
| Return qualification call TASK-1184 | CUS-1046 | Due today | |
| Confirm estimate decision TASK-1181 | CUS-1035 | Overdue | |
| Review revised roof photos TASK-1187 | CUS-1034 | Due today | |
| Schedule follow-up call TASK-1192 | CUS-1038 | Upcoming |