Follow-ups & Client Agenda
Track field rep appointments, meeting schedules, and automated reminders.
Scheduled Follow-up Meetings
| Scheduled Date | Lead # | Company Name | Sales Representative | Priority | Objective / Outcome | Status | Action |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2026
10:00 AM
|
LD-2026-000001 | Nexus Logistics Corp | David Miller | High | Scheduled initial demo presentation with CTO. | Pending | |
|
Aug 03, 2026
02:30 PM
|
LD-2026-000002 | Vanguard Health Systems | David Miller | High | Met with Dr. Clarke. Demonstrated core dashboard module. | Completed | Done |
|
Aug 07, 2026
11:15 AM
|
LD-2026-000003 | Horizon Retail Chains | Sophia Chen | Medium | Follow up on proposal feedback with finance team. | Pending |