TL

Follow-Up Reporting

Agent tasks, pending callbacks, and completed outreach history

Date Range
Agent
Reporting period:Oct 1–15, 2026· Manual data mode
Total Tasks
28
Completed
22
Pending
6
Overdue
0

Follow-Up Action Items

28 tasks recorded

Due DateCustomerPhoneTypeAgentStatusOutcome / NotesAction
2026-10-09Customer Lead #20007275******CallTammy LayneCompletedSpoke with client, confirmed showroom appointment
2026-10-10Customer Lead #20017275******SMSAndrea HarrellCompletedSpoke with client, confirmed showroom appointment
2026-10-11Customer Lead #20027275******EmailQue DadeCompletedSpoke with client, confirmed showroom appointment
2026-10-12Customer Lead #20037275******CallTammy LayneCompletedSpoke with client, confirmed showroom appointment
2026-10-13Customer Lead #20047275******SMSAndrea HarrellCompletedScheduled reminder call
2026-10-14Customer Lead #20057275******EmailQue DadePendingScheduled reminder call
2026-10-15Customer Lead #20067275******CallTammy LayneCompletedScheduled reminder call
2026-10-09Customer Lead #20077275******SMSAndrea HarrellCompletedSpoke with client, confirmed showroom appointment
2026-10-10Customer Lead #20087275******EmailQue DadeCompletedSpoke with client, confirmed showroom appointment
2026-10-11Customer Lead #20097275******CallTammy LayneCompletedSpoke with client, confirmed showroom appointment
2026-10-12Customer Lead #20107275******SMSAndrea HarrellCompletedSpoke with client, confirmed showroom appointment
2026-10-13Customer Lead #20117275******EmailQue DadePendingScheduled reminder call
2026-10-14Customer Lead #20127275******CallTammy LayneCompletedScheduled reminder call
2026-10-15Customer Lead #20137275******SMSAndrea HarrellPendingScheduled reminder call
2026-10-09Customer Lead #20147275******EmailQue DadeCompletedSpoke with client, confirmed showroom appointment
2026-10-10Customer Lead #20157275******CallTammy LayneCompletedSpoke with client, confirmed showroom appointment
2026-10-11Customer Lead #20167275******SMSAndrea HarrellCompletedSpoke with client, confirmed showroom appointment
2026-10-12Customer Lead #20177275******EmailQue DadeCompletedSpoke with client, confirmed showroom appointment
2026-10-13Customer Lead #20187275******CallTammy LayneCompletedScheduled reminder call
2026-10-14Customer Lead #20197275******SMSAndrea HarrellPendingScheduled reminder call
2026-10-15Customer Lead #20207275******EmailQue DadeCompletedScheduled reminder call
2026-10-09Customer Lead #20217275******CallTammy LayneCompletedSpoke with client, confirmed showroom appointment
2026-10-10Customer Lead #20227275******SMSAndrea HarrellCompletedSpoke with client, confirmed showroom appointment
2026-10-11Customer Lead #20237275******EmailQue DadeCompletedSpoke with client, confirmed showroom appointment
2026-10-12Customer Lead #20247275******CallTammy LayneCompletedSpoke with client, confirmed showroom appointment
2026-10-13Customer Lead #20257275******SMSAndrea HarrellPendingScheduled reminder call
2026-10-14Customer Lead #20267275******EmailQue DadeCompletedScheduled reminder call
2026-10-15Customer Lead #20277275******CallTammy LaynePendingScheduled reminder call