Tasks & Next Steps
Track and follow up on all tasks in your CRM pipeline.
| Customer | Done | Type | Owner | Due Date | Notes | Actions |
|---|---|---|---|---|---|---|
| Airties | External | Steve Carrington | 2025-06-30 | Align on a time / date for a virtual demo to showcase capabilities. | ||
| Multiple (2) | External | Steve Carrington | 2025-06-30 | Send updated terms to both clients. | ||
| — | Internal | Blake E. | 2025-07-05 | Prepare quarterly task report. |