Prospect lifecycle support

Prospects and follow-ups

CRM-like top-of-funnel records can be opened from dashboard shortcuts or notification deep links.

Puan Salmah Hassan

Follow-up Notification deep link

Confirm passports and preferred hotel distance

Follow-up due

Today, 8:30 PM

Navigation context

Prospect detail deep link

New lead Dashboard shortcut

Send Hajj savings consultation material

Follow-up due

Tomorrow, 10:00 AM

Navigation context

Prospect detail deep link

Proposal Corporate event

Review group rooming list and invoice split

Follow-up due

Fri, 3:00 PM

Navigation context

Prospect detail deep link