Tasks

Answer the pricing question

Three shops or one? Check the Pro plan limits.

27 Sept 2026, 10:00 · overdue· Demo Customer 2

Confirm Friday's meeting

28 Sept 2026, 11:30 · overdue· Demo Customer 8

Send the renewal contract

28 Sept 2026, 15:00 · overdue· Demo Customer 1

Prepare the onboarding pack

For the two new seats at Demo Company 1.

28 Sept 2026, 17:00 · overdue· assigned to Demo Teammate

Call about the site budget

30 Sept 2026, 10:00· Demo Customer 11

Book the partnership webinar

1 Oct 2026, 14:00· Demo Customer 4

Weekly pipeline review

2 Oct 2026, 09:00· every 7 days

First call with Demo Customer 10

3 Oct 2026, 15:00· Demo Customer 10· assigned to Demo Teammate

Check in after their big event

Give them room until then.

7 Oct 2026, 11:00· Demo Customer 3

Demo Customer 8's birthday

10 Oct 2026, 09:00· every year· Demo Customer 8