9:41
Urgent2
Follow up on financing
2d overdue
JM5
Follow up on financing2d overdue
Jordan Avery
Call re: deposit refund
1d overdue
TB
Call re: deposit refund1d overdue
Bianca Ford
To-Do6
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
Email service reminder
Jun 14
JM
Email service reminderJun 14
Priya Nair
Review credit application
Jun 14
TB
Review credit applicationJun 14
Marcus Lee
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
Archived31
Old brochure follow-up
Archived
JM
Old brochure follow-upArchived
Nadia Sole
Duplicate lead cleanup
Archived
TB
Duplicate lead cleanupArchived
Errol Pace
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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…
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