Ashley Morgan

Overdue

Sales Consultant

Last touch: No recent activity · 6 days ago

240m

Avg response

Overdue items

Follow-up rate

48%

7 completed · 7 due

Referrals received

This month

Customer replies

8 messages

App activity

7 saved to phone

Appointment requests

Trade requests

Customer connections

Follow-ups due

Activity & follow-up history

Messages, follow-ups, referrals and app events

Overdue follow-up
overdue
Frank Reyes — delivery follow-up not sent
6 days ago
No activity
overdue
No app opens in 6 days
6 days ago
Unanswered customer message
overdue
Holly Webb: “Is the Forester still available?”
9 days ago

Connected customers and their status

Sales

Referrals

Follow-ups

New connections