Tuesday, July 14

Morning, Sam

You have 2 quotes to follow up today.

Open quote value

$8,3003 active opportunities

Due today

2Ready for a quick nudge

Revenue won

$1,6501 quote converted

Next best action2 due today

FOLLOW-UP 2 OF 3

Alex Morgan

Kitchen repaint · Sent 7 days ago

$2,850

Suggested message

“Hi Alex — wanted to check in on the kitchen repaint quote. If you’d like to go ahead, I can confirm the next available date for you.”

Every open opportunity in one calm place.

Customer	Quote	Value	Next action	Status
A Alex MorganWhatsApp	Kitchen repaintSent 7d ago	$2,850	TodayNudge 2 of 3	Waiting
P Priya ShahEmail	Weekly garden careSent 3d ago	$4,800	TodayNudge 1 of 3	Waiting
J Jordan LeeWhatsApp	Full vehicle detailSent 1d ago	$650	TomorrowNudge 1 of 3	Waiting
M Maya ThompsonEmail	Office deep cleanSent 9d ago	$1,650	—Complete	won