BisbeCustomers

CRM

Tasks

What you said you would do, and by when. Conditional follow-ups say what they are waiting on.

7open · 1 waiting on a condition

Sample companyEverything here is the Atlantica sample. Changes you make are not saved.

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  • Call Emilio back on the marina shop quote

    Harbour Lantern HotelDue Aug 11, 2026 — Today

  • Get the Q3 quote in front of the general manager

    Palma Real ClubDue Aug 12, 2026 — Tomorrow

  • Put the tee top-up on the same invoice as the last order

    El Farito Beach HotelDue Aug 12, 2026 — Tomorrow

  • Own the short delivery with Nestor before asking for another order

    Punta Yagua ClubDue Aug 13, 2026 — in 2 days

  • Close out the short-shipment reconciliation, then call the buyer

    Cala Vieja ResortDue Aug 15, 2026 — in 4 days

  • Send the ship-visibility update before the next ship date

    Cayo Brisa ResortDue Oct 27, 2026 — in 77 days

  • Follow up on the wedding event — around 80 wave-script in cream

    Cayo Brisa ResortDue Dec 23, 2026 — in 134 days

    Only ifif Q3 sell-through holds

Done
  • Confirm the overshirts went into the lobby case

    Playa Lucía ResortDue Jul 22, 2026 — 20 days ago

  • Send Delia a photo of the coral set on a rail before it ships

    Tulipán Bay ResortDue Aug 9, 2026 — 2 days ago

  • Send the lodge-shop quote out today

    Punta Ballena LodgeDue Aug 9, 2026 — 2 days ago

  • Try Marisol again — she was off site on the last walk-in

    Cayo Blanco LodgeDue Aug 10, 2026 — Yesterday

    Only ifif she has not called back first