Activities & Follow-ups
Every customer interaction — calls, emails, messages, tasks, meetings, appointments, viewings, notes and reminders — has an owner, a due date and a captured outcome; overdue actions escalate per SLA.
CRM-05
WF-02
Due today
6
2 viewings · 2 calls · 1 meeting · 1 reminder
Overdue
4
2 escalated to Sales Manager
Viewings this week
5
3 completed · outcome captured for all
Completed on time (7d)
91%
▲ 3 pts vs prior week
Week calendar — Omar Haddad
Viewings workspace →
| Mon 13 | Tue 14 | Wed 15 | Thu 16 | Fri 17 (today) | Sat 18 | Sun 19 |
|---|---|---|---|---|---|---|
| 13 09:30 Call · Amina Noor ✓ 11:00 Task · Send brochure ✓ 16:00 Note · Portal enquiry triage | 14 14:00 Viewing · PR-A-1203 ✓ 16:00 Meeting · Noor Development Group ✓ | 15 10:00 Call · Falcon Trading — missed 11:00 Viewing · PR-B-0704 ✓ 15:00 Task · KYC docs chase ✓ | 16 09:00 Meeting · Pipeline review ✓ 15:30 Call · Offer discussion — no outcome yet | 17 10:30 Viewing · PR-A-1203 (2nd) · Amina Noor 12:15 Call · Amina Noor — offer intent 17:00 Reminder · Consent renewal LD-08641 | 18 11:00 Viewing · PR-B-3204 · Falcon Trading 13:00 Appointment · Contract signing — DL-2026-0142 | 19 10:00 Task · Prepare offer v2 (PR-A-1203) |
Calendar alternative: the tables below list the same activities as text (WCAG — every visual has a table/text alternative).
Overdue follow-ups — SLA escalation active
4 overdue| Activity | Related to | Owner | Due | Overdue by | Escalation state |
|---|---|---|---|---|---|
| Call Return missed call Falcon Trading FZ-LLC · Khalid Mansour |
Customer 360 · DL-2026-0139 | OHOmar | 15 Jul 14:00 | 1d 23h | Level 2 — Rashid Al Farsi notified |
| Task Capture call outcome Offer discussion 16 Jul 15:30 |
LD-2026-08688 | OHOmar | 16 Jul 18:00 | 19h | Level 1 — reminder sent 08:00 |
| Email Send payment plan options Prototype Residences B · 2BR |
LD-2026-08702 | LHLayla | 16 Jul 12:00 | 1d 1h | Level 2 — Rashid Al Farsi notified |
| Reminder Consent expiry follow-up SMS marketing consent lapses 24 Jul |
LD-2026-08641 | OHOmar | 17 Jul 09:00 | 4h | Level 1 — reminder sent 11:00 |
SLA policy: reminder at due +2h · manager escalation at due +24h · configured in workflow rules
Today — 17 Jul 2026
6 due| Time | Type | Subject | Related | Status |
|---|---|---|---|---|
| 09:00 | Task | Confirm 2nd viewing attendees | PR-A-1203 | Done 08:42 |
| 10:30 | Viewing | 2nd viewing — Amina Noor Prototype Residences A · unit PR-A-1203 |
LD-2026-08641 | Outcome pending — capture below |
| 12:15 | Call | Offer intent — Amina Noor | LD-2026-08641 | Scheduled |
| 14:00 | Meeting | Prime Link Realty — co-broke terms | External broker | Scheduled |
| 16:00 | Call | Reactivation — dormant lead | LD-2026-07914 | Scheduled |
| 17:00 | Reminder | Consent renewal — SMS channel | LD-2026-08641 | Overdue from 09:00 |
Record outcome — Viewing · PR-A-1203 · Amina Noor (10:30)
A next action with owner and due date is mandatory.
viewing-checklist-PR-A-1203.pdf ✕
On save (single transaction): timeline entry on LD-2026-08641 · task “Prepare offer” assigned to Omar Haddad due 19 Jul · unit PR-A-1203 interest flag refreshed · deal stage check in deal workspace.
Static render mockup — no live data. Source: ERP Modern Development Specification v2.0 · Covers: CRM-05 (activities, follow-ups, appointments and viewings), WF-02 stage prerequisites. Related: Viewings Calendar · Lead Workspace · Customer 360.