Today
What needs attention right now.
+ New Enquiry
+ Reminder
+ Quick Note
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New Enquiry
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Customer
Phone / Email
What do they want?
Next Action
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Contact
Prepare quote
Follow up quote
Create artwork
Send artwork for approval
Chase client approval
Order materials
Start production
Arrange install / delivery
Complete job
Other
When
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New Reminder
×
Customer
Subject
When
Linked Job
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Save Reminder
Quick Note
×
Customer / Job
What happened?
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Save Note
Job Detail
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Customer
Job / Description
Contact
Current Stage
Next Action
Due Date
Notes
Linked Reminders
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