Today — Wednesday, September 16

0
New leads (7 days)
0
Consults moved (7 days)
$6,900
Open pipeline value
$684
Unpaid invoices

🔥 New leads waiting for first touch

Maria Gonzalez · Cosmetic / Whitening
waiting 1 month
Contact
Lisa Anderson · Cleaning & Checkup
waiting 1 month
Contact
Brevo Test Patient · Cleanings & Checkups
waiting 1 month
Contact
Chatbot E2E Lead · Invisalign
waiting 1 month
Contact

⏰ Overdue follow-ups

Tyler Brooks
Second call attempt — due 1 month ago
Consult Booked
Carlos Ruiz
Confirm emergency slot — due 1 month ago
Consult Booked
E2E Test Patient
Make first contact — due 1 month ago
Consult Booked
Chatbot E2E Lead
Make first contact — due 1 month ago
New
Jennifer Wu
Send Invisalign pricing sheet — due 1 month ago
In Discussion
Amanda Foster
Follow up on crown decision — due 1 month ago
Consult Attended
Priya Patel
Schedule first treatment visit — due 1 month ago
Treatment Accepted

📅 Today's appointments

No appointments scheduled today.

✅ Open tasks

No open tasks.

💬 Recent activity

email We'll be here when you're ready 🦷 · 2 weeks ago
email We'll be here when you're ready 🦷 · 2 weeks ago
email We'll be here when you're ready 🦷 · 2 weeks ago
email We'll be here when you're ready 🦷 · 2 weeks ago
email We'll be here when you're ready 🦷 · 2 weeks ago
email Should I close your file, Brevo? · 1 month ago
email Should I close your file, Jennifer? · 1 month ago
email Should I close your file, Michael? · 1 month ago