Follow-Up Dashboard
Track and manage all follow-ups effectively.
Total Follow-Ups
56
+12% from last week
Pending
23
+6%
Completed
21
+15%
Upcoming
12
+5%
Overdue
7
-10%
| Date & Time | Type | Client / Lead | Assigned To | Notes |
|---|---|---|---|---|
| May 26, 2025 11:00 AM |
Call | Rahul Mehta | Priya Mehta | Initial call, interested in event planning services. |
| May 26, 2025 03:00 PM |
Dream Event Co. | Rohit Sharma | Sent catalog over WhatsApp, awaiting reply. | |
| May 27, 2025 10:00 AM |
Meeting | Neha Sharma | Priya Mehta | Client office visit to discuss interior design. |
| May 27, 2025 09:00 PM |
Ankit Verma | Amit Verma | Need to share updated photography package. | |
| May 28, 2025 05:00 PM |
Call | White Canvas | Rohit Sharma | Follow-up on quotation sent last week. |
Lead Pipeline
Visualize and manage leads across different stages.
New 12
Rahul Mehta Lead card
Neha Sharma Lead card
Pooja Iyer Lead card
Meera Kapoor Lead card
Contacted 18
Dream Event Co. Lead card
White Canvas Lead card
Follow-Up 14
Ankit Verma Lead card
Karan Malhotra Lead card
Ritesh Kumar Lead card
Quotation Sent 9
Aarav Events Lead card
Sunshine Corp Lead card
Big Bash Events Lead card
Negotiation 6
Elite Weddings Lead card
Momentus Event Co. Lead card
Star Events Lead card