My Day SALES REP · MARCUS
Open
21
Proposals
4
Overdue
3
Sold WTD
$42k
Daily Sales Start-Up 0/8 · 0% done
Review all open opportunities and follow-up dates
Identify the top 3 priorities for today
Check for any overdue follow-ups (7+ days no contact)
Confirm all scheduled calls, site walks, meetings
Review any outstanding proposals awaiting decision
Prepare for any discovery calls scheduled today
Update the pipeline after any calls or site visits
Log all activity, notes, and next steps in the system