Search…
CM
Tasks42
Urgent0
Drag a task here to pin it urgent
To-Do8
Send updated OTD quote
1d overdue
TB
Send updated OTD quote1d overdue
Marisol Vega
Confirm trade payoff
4d overdue
JM2
Confirm trade payoff4d overdue
Dwight Salas
Send lease quote
Due 3:00 pm
TB
Send lease quoteDue 3:00 pm
Shane Dusang
Call re: warranty
Due 4:30 pm
JM
Call re: warrantyDue 4:30 pm
Alex Rivera
Text pickup window
Due 5:00 pm
TB
Text pickup windowDue 5:00 pm
Robin Fields
Email service reminder
Jun 14
JM
Email service reminderJun 14
Priya Nair
Review credit application
Jun 14
TB
Review credit applicationJun 14
Marcus Lee
Schedule test drive
Jun 15
JM
Schedule test driveJun 15
Dana Cole
Done24
Confirm delivery time
Done · 11:20 am
JM
Confirm delivery timeDone · 11:20 am
Casey Boyd
Send welcome text
Done · 10:04 am
TB
Send welcome textDone · 10:04 am
Rae Kim
Email spec sheet
Done · 9:12 am
JM
Email spec sheetDone · 9:12 am
Gil Monroe
Task
Send updated OTD quote
1d overdue
2024 Jeep Wrangler Rubicon+2
Best next stepsQuote promised yesterday — customer is waiting on OTD numbers.Send the revised figures and confirm the trade allowance.
View Customer
Shane Dusang2d ago
Text ReceivedSMS
Can you send me the lease numbers?
Taylor B.2d ago
Text SentSMS
Pulling them now — back to you shortly.
Agent
Hi Marisol — here is your updated out-the-door quote…
Task Filters
Due
Assigned To
TBTaylor
Type
Status
Priority
Locations