Emily Carter
Needs follow-upSales Consultant
Last touch: Follow-up due for 2 delivered customers · 1 day ago
42m
Avg response
1
Overdue items
Follow-up rate
78%
22 completed · 5 due
Referrals received
4
This month
Customer replies
14
26 messages
App activity
154
21 saved to phone
Appointment requests
3
Trade requests
2
Customer connections
112
Follow-ups due
5
Activity & follow-up history
Messages, follow-ups, referrals and app events
Follow-up due
dueRachel Green — same-day thank you not sent
1 day ago
Follow-up due
dueMark Davis — 7-day check-in pending
2 days ago
Customer waiting
openJenna Wells: “Any update on financing?”
4 days ago
Customer list
Connected customers and their status
Rachel Green
2026 Chevy Equinox
Delivered1 day ago
Mark Davis
2026 Malibu
Delivered2 days ago
Jenna Wells
2025 Traverse
Prospect4 days ago
Monthly summary
9
Sales
4
Referrals
22
Follow-ups
15
New connections