Salesperson · the phone
9:00●●●
Try: ✓ Done · Reschedule · On hold (needs a reason) · Stage moved · then Close the day
Manager · exceptions, not activity
| Rep | Due now | Overdue | On hold | Approvals |
|---|
Moves eligible overdue tasks to the lightest load; approvals never move to a rep.
The metric
Done within original target—
Completed0
Guardrail: rescheduled 3+ times0
Audit trail