| Priority | Task Type | Assigned To | Lead Type | Customer Name | Year / Make / Model | Source | Sales Status | Status Type | Original Assigned By | Original Assigned Date | Original Assigned To | Due Date/Time | Created Date | Created By | Assigned By | Assigned Date | Notes | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| High | Outbound Call | John Doe | Walk-In | Michael Smith |
2023 Honda Civic
|
Referral | Not Completed | Pending | System Auto-Assign | January 10, 2025 | July 5, 2025 — 2:30 PM | January 10, 2025 | Admin User | Manager John | January 12, 2025 | ||||
| Outbound Email | Luna | Website Chat | Grace Luke |
2025 Toyota Corolla
|
Online Lead | Not Completed | Pending | Manager Luna | January 8, 2025 | Luna | December 1, 2025 — 10:00 AM | January 8, 2025 | System | Manager Luna | January 9, 2025 | ||||
| High | Appointment | Manager John | Phone Call | Robert Johnson |
2022 Ford F-150
|
Phone Inquiry | Not Completed | Overdue | Admin User | December 10, 2024 | Manager John | December 15, 2024 — 9:00 AM | December 10, 2024 | Admin User | Manager John | December 11, 2024 |