Tasks

All tasks

6 across every record - click any row to edit or reschedule

Open

4

Send SaaS renewal DocuSign
Mavil · Due 2026-07-18 · Riviera Yachts Miami
High
Open
Prep Studio ROI deck for Karen
Gianmarco · Due 2026-07-20 · Sunseeker Fort Lauderdale
Med
Open
Discovery call - Coastline Brokerage
Mavil · Due 2026-07-17 · Coastline Brokerage
Med
Open
Introduce Elena to Marco Delgado
Debbie · Due 2026-07-15 · Elena Petrova
High
Open

In Progress

2

Follow up on underwriting docs
Debbie · Due 2026-07-16 · James Whitfield
High
In Progress
Countersign referral partnership contract
Kristi Toom · Due 2026-07-22 · Harborline Bank
High
In Progress

Done

0

Nothing here.