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Twilio calling stays stubbed in Sprint 0, but the workspace keeps its future footprint.
Sales · Follow-ups
Overdue, due today, and upcoming sales tasks plus opportunities without a next step. Universal CRM tasks live under CRM › Tasks.
Past due — clear the backlog first.
Newly created tasks will land here.
Newly created tasks will land here.
Open tasks ordered by due date.
Newly created tasks will land here.
Tasks spawned from the proposal flow.
Newly created tasks will land here.
Tasks spawned from booking activity.
Newly created tasks will land here.
Default cadence after a proposal is sent. Aligns with the no-response and viewed-not-accepted next-action rules. — default for proposal-sent stage
Wait 3 business days
Send first follow-up email
Call to discuss after 7 days
Schedule proposal review meeting
Calls and emails from the last 14 days that ended without a response — circle back.
No silent calls or emails in the last 14 days. Nice work staying on top of replies.
Active or lead contacts you haven't touched in 30+ days. DNC contacts are excluded.
No stale contacts in this tenant. Strong recent outreach.
Open opportunities with no open task — pick a concrete next step.
Every open opportunity has at least one open task. Solid pipeline hygiene.