Tasks
Manage your tasks and follow-ups.
| Status | |||
|---|---|---|---|
Research competitor pricing updates Check if SalesForce or HubSpot changed their enterprise pricing this quarter. Update our comparison doc. | Open | Medium | |
Update CRM tags for Q1 leads | Open | Low | |
Follow up with Sarah about proposal Sarah requested a revised proposal with updated pricing for the enterprise tier. Need to send by EOD Friday. | Open | High | |
Schedule demo with Acme Corp Marcus from Acme Corp wants a 30-minute product demo. Check his availability for next week. | In Progress | Medium | |
Review contract terms with legal Legal flagged a few clauses in the Frostbyte AI MSA. Need to resolve before signing. | In Progress | High | |
Send thank-you note to David Kim David referred two new prospects last week. Send a personal thank-you and a gift card. | Completed | Low | |
Prepare quarterly sales report Compile Q1 2026 pipeline metrics and close rates for the leadership meeting. | Open | Urgent | |
Send onboarding materials to CloudHarmonia Share the implementation guide, API docs, and support contact info with Priya. | Completed | Medium | |
Finalize invoice for PeakHR onboarding James confirmed the scope. Generate the invoice for the initial setup fee plus first month. | Open | High | |
Call Elena about marketing partnership Discuss co-marketing opportunity with Brightlane. She mentioned interest at last month's event. | Cancelled | Medium |