Due today
Northpoint Legal (sample)
Introduced by Casey Lane · Morgan Chen
Send two relevant project examples
Last note Casey introduced us to Morgan. A short discovery call is the next step.
DAlexOpen & follow up
Pick up where you left off, then leave a clear next step.
Overdue and due today, earliest first.
Introduced by Casey Lane · Morgan Chen
Last note Casey introduced us to Morgan. A short discovery call is the next step.
These relationships need a next step or a date. A due item can also appear here.
Future follow-ups, in date order.