Jake Anderson

On track

Senior Sales Consultant

Last touch: Replied to a customer message · 8 min ago

Avg response

Overdue items

Follow-up rate

98%

47 completed · 1 due

Referrals received

This month

Customer replies

58 messages

App activity

386

41 saved to phone

Appointment requests

Trade requests

Customer connections

214

Follow-ups due

Activity & follow-up history

Messages, follow-ups, referrals and app events

Customer message
replied
Michael Reed: “Is the first service really free?”
8 min ago
Referral received
open
David Karr sent Michael Reed your way
1 hour ago
7-day follow-up sent
done
Sandra Liu — new arrival alert
3 hours ago
Appointment request
done
Patricia Gomez — service visit
Yesterday
App install
done
Tom Bradley saved your app to home screen
2 days ago

Connected customers and their status

Sales

Referrals

Follow-ups

New connections