Dan Whitaker
Needs follow-upSales Consultant
Last touch: Low app activity this week · 2 days ago
55m
Avg response
1
Overdue items
Follow-up rate
74%
18 completed · 4 due
Referrals received
3
This month
Customer replies
11
19 messages
App activity
121
17 saved to phone
Appointment requests
2
Trade requests
1
Customer connections
98
Follow-ups due
4
Activity & follow-up history
Messages, follow-ups, referrals and app events
Follow-up due
dueHarold Pratt — 7-day check-in pending
2 days ago
Low activity
openNo app opens logged in 48 hours
2 days ago
Customer message
repliedSusan Lane: “Thanks for the help!”
3 days ago
Customer list
Connected customers and their status
Harold Pratt
2026 GMC Sierra
Delivered2 days ago
Susan Lane
2026 Terrain
Delivered3 days ago
Ed Foley
2025 Yukon
Prospect5 days ago
Monthly summary
8
Sales
3
Referrals
18
Follow-ups
12
New connections