Today
Everyone who has ever got in touch is in here, and the system works out what to do about each of them. This screen is that list, most urgent first.
6 things need you
Worked out from where each person is up to. You never write this list.
- Today
Send Marisol Vega a proposal
They have been through the follow-up emails and are ready to hear a number
- Today
Send Yvette Sanders a proposal
They have been through the follow-up emails and are ready to hear a number
- Today
Send Camille Reyes a proposal
They have been through the follow-up emails and are ready to hear a number
- This week
Nadia Prescott is getting no emails
They agreed to hear from you, but nothing they chose matches an email you send
- This week
Ask Tomas Iverson what has changed
You finished working together and have not spoken since
- This week
Ask Marcus Dell what has changed
You finished working together and have not spoken since
People in your list
18
Every quiz, event and enquiry ends up here, and nobody is in twice.
Took the quiz
2
Each one wrote its own entry, with their answers attached.
Paying clients
3
Currently working with you, each one part-way through the steps.
How your list has grown, last six months
One line for each side of the business. Somebody who belongs to both is counted on both lines — that overlap is the point, not a mistake.
The last few things that happened
Newest first