Overdue Tasks Due Today Future Tasks
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 i 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
Customer requested follow-up next week.
Outbound Email i 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
Customer browsed inventory but undecided. Needs time to consider options.
High Appointment i 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
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2025 Ford Escape

Created Date: September 25, 2025

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2025 Toyota Corolla

Created Date: October 01, 2025

Sold / Delivered October 05, 2025 / October 10, 2025
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