Open
4
Booking Follow-up
11:30 AM
John Smith
Follow up on the Honda City booking confirmation and payment details.
Enquiry Follow-up
01:00 PM
Sarah Johnson
Follow up on the SUV models inquiry and schedule a test drive if interested.
Home Visit
02:30 PM
Michael Brown
Scheduled home visit to demonstrate the features of the new sedan model.
Evaluation
04:00 PM
James Wilson
Vehicle evaluation for trade-in against the new model purchase.
Pending
2
Finance Follow-up
10:00 AM
Emily Davis
Follow up on the financing options for the SUV purchase.
Booking Approval
11:00 AM
Robert Taylor
Follow up on the approval status for the luxury sedan booking.
Rescheduled
1
Test Drive
03:30 PM
Lisa Anderson
Rescheduled test drive for the compact SUV model.
Done
2
Enquiry Follow-up
09:00 AM
David Miller
Followed up on the hatchback models inquiry. Customer decided to visit the showroom.
Insurance Follow-up
09:30 AM
Jennifer White
Completed the insurance paperwork for the new vehicle purchase.
Finance Follow-up
Yesterday
Emily Davis
Follow up on the financing options for the SUV purchase.
Booking Approval
Yesterday
Robert Taylor
Follow up on the approval status for the luxury sedan booking.
Enquiry Follow-up
2 days ago
Thomas Clark
Follow up on the electric vehicle models inquiry.
Evaluation
3 days ago
Patricia Lewis
Vehicle evaluation for trade-in against the new model purchase.
Test Drive
Tomorrow, 02:00 PM
Lisa Anderson
Rescheduled test drive for the compact SUV model.
Booking Follow-up
Tomorrow, 04:30 PM
Richard Martinez
Rescheduled follow-up on the sedan booking confirmation.
Accessories Follow-up
In 2 days, 11:00 AM
Sandra Rodriguez
Follow up on the additional accessories order for the new vehicle.
Home Visit
In 3 days, 05:00 PM
Kevin Thompson
Scheduled home visit to demonstrate the features of the family car.
Enquiry Follow-up
Today, 09:00 AM
David Miller
Followed up on the hatchback models inquiry. Customer decided to visit the showroom.
Insurance Follow-up
Today, 09:30 AM
Jennifer White
Completed the insurance paperwork for the new vehicle purchase.
Booking Follow-up
Yesterday, 02:15 PM
Charles Wilson
Confirmed the luxury sedan booking and completed the initial paperwork.
Evaluation
2 days ago, 11:30 AM
Michelle Moore
Completed the evaluation of trade-in vehicle and provided the quote.
Performance
4
Open Tasks
2
Pending Tasks
1
Rescheduled
12
Completed Today
Weekly Overview
Performance Chart Placeholder
Task Completion Rate
Completion Rate Chart Placeholder
23
Team Open
8
Team Pending
5
Team Rescheduled
47
Team Completed
Team Members
JC
James Cooper