Dashboard
Welcome back. Here's what's happening today.
Total Contacts
10
Hot Leads
3
30% of total
Warm Leads
4
Cold Leads
3
Tasks Due Today
0
Open Tasks
8
Inbound SMS
6d agoReceived. Reviewing with my partner tonight. Will confirm tomorrow.
Inbound SMS
6d agoGreat quote. Getting PO approval now. Should have an answer by tomorrow afternoon.
Outbound SMS
6d agoHi Amanda, full quote for the 2x Kubota SVL97-2 setups has been sent. Package price: $14,500 with fr…
Outbound SMS
6d agoHey Miguel, updated the package deal with the 24-inch bit. New total is $6,880. Purchase agreement a…
Outbound Call
6d agoWalked through bulk quote for 2 Kubota setups. $14,500 package deal. Customer getting PO approval, finalizing tomorrow.
Inbound Call
6d agoCustomer adding 24-inch auger bit to existing package deal. Quote being updated.
Task: Follow up if no response by Friday
6d agoLOW priority • OPEN
Task: Send purchase agreement for Bobcat T770 package
6d agoHIGH priority • OPEN
Process invoice for 72-inch bucket - Net 30
OpenCustomer confirmed order. Send Net 30 invoice for heavy-duty bucket at $2,350.
Send purchase agreement for Bobcat T770 package
OpenPackage: 84in bucket + 48in forks + auger w/ 12in & 24in bits. Total: $6,880. Price held through Friday.
Prepare bulk quote for 2x Kubota SVL97-2 setups
OpenPer machine: 78in bucket, pallet forks, brush cutter. Package deal at $14,500. Delivery to Waxahachie by April 12.
Follow up with Sarah on snow pusher decision
OpenShe's waiting on budget approval. Check in around mid-April.
Send invoice for auger bit and teeth kit
Open24-inch hardened auger bit ($520) + universal teeth kit ($195). Total: $715
Outbound Call
Amanda Chen • Sunbelt Agriculture
Walked through bulk quote for 2 Kubota setups. $14,500 package deal. Customer getting PO approval, finalizing tomorrow.
Inbound Call
Miguel Rodriguez • Texas Landwork Inc
Customer adding 24-inch auger bit to existing package deal. Quote being updated.
Outbound Call
AIMiguel Rodriguez • Texas Landwork Inc
Follow-up on Bobcat T770 attachment package. Customer reviewing with partner. Price held through Friday. Purchase agreement being sent.
Outbound Call
John Smith • Rancher Equipment Co
Customer confirming order for 72-inch heavy-duty bucket. Invoice with Net 30 terms being processed.
Inbound Call
AIAmanda Chen • Sunbelt Agriculture
Bulk equipment request for two Kubota SVL97-2s. High-value opportunity. Full quote and delivery timeline needed.