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FRIDAY, 31 JULY 2026

Good morning, Stephan

Here is where the business needs your attention today.

Approvals waiting42 require action today
Overdue work7Across 3 staff members
Unassigned accounts12Ready for assignment
Staff clocked in5/5All staff active
MY WORK

Today

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Follow up with Coastal Office SolutionsUpgrade quotation · Overdue by 1 day
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Call Michelle JacobsScheduled callback · 09:30
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Review staff claim requestSubmitted by Johnny · 10:00
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Three upgrades due todayPotential monthly value R4,280
OPPORTUNITIES

Client care

8Upgrades due
Next 7 days
3Birthdays today
Send a message
6Scheduled callbacks
Today
5New prospects
This week
TEAM PULSE

Latest activity

Staff memberLatest actionCustomerStatusTime
JohnnyCompleted follow-upWest Coast SteelCompleted08:31
AnnazelCreated inquiryMichelle JacobsIn progress08:24
SiasRequested client claimCoastal Office SolutionsApproval08:16

Notifications

Approval requiredJohnny requested ownership of account VB10452.
Task returnedFollow-up notes need more detail.
Import readyMonthly import processing completed successfully.