Qualified Leads
46
Calls Booked
22
Converted
9
Overdue Follow-up
12
Emily Chen
Tax + Home
Next Action Due
May 5, 11:00 AM
David Wilson
Tax
Next Action Due
May 6, 2:00 PM
Sarah Johnson
Tax + Home
Next Action Due
May 6, 10:00 AM
Michael Lee
Tax
Next Action Due
—
James Anderson
Tax + Home
Next Action Due
May 5, 3:00 PM
Lisa Martinez
Tax
Next Action Due
May 6, 1:00 PM
Robert Brown
Tax + Home
Next Action Due
May 6, 4:30 PM
Jennifer Davis
Tax + Home
Next Action Due
May 5, 4:00 PM
Chris Thompson
Tax
Next Action Due
May 6, 3:00 PM
Amanda White
Tax + Home
Next Action Due
May 7, 11:00 AM
Kevin Taylor
Tax + Home
Next Action Due
—
Nicole Garcia
Tax
Next Action Due
—
Daniel Martinez
Tax + Home
Next Action Due
—
Brian Smith
Tax
Next Action Due
—
Stephanie Liu
Tax + Home
Next Action Due
—
Jonathan Kim
Tax
Next Action Due
—
Top Leads to Follow Up Today
| Lead | Type | Score | Next Action |
|---|---|---|---|
JA James Anderson Hot | Tax + Home | 89 | Today 3:00 PM |
JD Jennifer Davis Hot | Tax + Home | 92 | Today 4:00 PM |
LM Lisa Martinez | Tax | 76 | Today 1:00 PM |
CT Chris Thompson | Tax | 78 | Today 3:00 PM |
Upcoming Calls
| Time | Lead | Type | Owner | Campaign |
|---|---|---|---|---|
| Today, 11:00 AM | Emily ChenHot | Tax + Home | AR | Sell Stock to Buy Home |
| Today, 4:00 PM | Jennifer DavisHot | Tax + Home | AR | Home Upgrade Planning |
| Tomorrow, 11:00 AM | Amanda White | Tax + Home | AR | RSU Tax Checklist |
Call Completed - Need Follow-up
| Lead | Type | Call Completed | Next Action |
|---|---|---|---|
| Robert Brown | Tax + Home | May 4, 2:30 PM | |
| Sarah Johnson | Tax + Home | May 4, 1:15 PM | |
| Michael Lee | Tax | May 4, 10:30 AM |