Tasks

Manage your sales tasks and AI-generated follow-ups

Total Tasks

47

Due Today

8

Completed

23

AI Suggestions

5

Follow up with Sarah Johnson - TechCorp Inc

Discuss proposal feedback and next steps

Due: Today
Alex Chen
Contact: Sarah Johnson
HighPending

Schedule demo for StartupXYZ

🧠 AI Suggestion: Re-engage lead from Q2

Due: Tomorrow
Sarah Wilson
Contact: Mike Chen
HighIn Progress
AI

Send proposal to Healthcare Systems

Send updated proposal with pricing

Due: Today
Mike Johnson
Contact: Lisa Rodriguez
MediumPending

Call David Kim - Digital Agency

🧠 AI Suggestion: Re-engage dormant lead

Due: This Week
Alex Chen
Contact: David Kim
LowPending
AI

Prepare presentation for Enterprise Solutions

Custom demo for consulting services

Due: Next Week
Sarah Wilson
Contact: Emma Wilson
MediumIn Progress

Follow up on FinTech Solutions contract

🧠 AI Suggestion: Contract signed successfully

Due: Today
Mike Johnson
Contact: James Brown
HighCompleted
AI

AI Task Suggestions

Re-engage Q2 leads

5 leads from Q2 showing renewed activity signals

Risk mitigation

3 deals showing signs of delay - recommend escalation