Follow-up Management
Every call, WhatsApp and quotation follow-up in one place.
7 overdue
| Customer | Task | Assigned To | Due | Priority | Notes | |
|---|---|---|---|---|---|---|
| Sanjay Iyer DZ-1005 | Follow-up Call | Priya Menon | Yesterday 4:00 pm · Overdue | High | — | |
| Anil Varghese DZ-1017 | Quotation Follow-up | Anjali Nair | Yesterday 4:00 pm · Overdue | High | — | |
| Ganesh Rao DZ-1021 | Initial Call | Anjali Nair | Yesterday 4:00 pm · Overdue | Medium | — | |
| Reshma Ali DZ-1029 | Initial Call | Anjali Nair | Yesterday 4:00 pm · Overdue | Medium | — | |
| Arjun Menon DZ-1001 | Initial Call | Anjali Nair | Today 10:30 am · Overdue | High | Hot lead from WhatsApp bot | |
| Mohammed Ashraf DZ-1019 | Follow-up Call | Priya Menon | Today 11:00 am · Overdue | Medium | — | |
| Rahul Varma DZ-1002 | Requirement Clarification | Priya Menon | Today 11:30 am · Overdue | Medium | Confirm storage SKUs | |
| Thomas Joseph DZ-1003 | Quotation Follow-up | Anjali Nair | Today 2:00 pm | High | Check if quote reviewed | |
| Kavya Raman DZ-1007 | Follow-up Call | Priya Menon | Today 3:00 pm | Medium | — | |
| Faisal Rahman DZ-1008 | Negotiation | Priya Menon | Today 3:30 pm | High | Customer asking for 5% discount | |
| Meera Krishnan DZ-1006 | Requirement Clarification | Anjali Nair | Tomorrow 10:00 am | Medium | Product details for planters | |
| Divya Nair DZ-1011 | Follow-up Call | Anjali Nair | Tomorrow 11:00 am | Medium | — | |
| Abdul Kareem DZ-1014 | Initial Call | Anjali Nair | Tomorrow 2:00 pm | Medium | — | |
| Harish Gupta DZ-1012 | Internal Coordination | Priya Menon | 07 Nov 2026 12:00 pm | High | — | |
| Sneha Reddy DZ-1015 | Initial Call | Priya Menon | 07 Nov 2026 3:00 pm | Medium | — | |
| Suresh Babu DZ-1024 | WhatsApp Follow-up | Anjali Nair | 07 Nov 2026 4:00 pm | High | — |