Total Calls
0
Attending
0
Follow Up
0
Pending
0
Tour call list
| # | Customer | Phone | Project | Status | Remark | Action |
|---|
New customer entry
Checklist — ready to submit for manager approval
Check all entries you want to submit, then press Confirm to send to manager.
Submitted — awaiting manager approval
| Customer | Project | Status | Submitted |
|---|
Re-call list — from manager checklist
Customers returned by manager: no answer, unsure, or not in system. Re-call and update status below.
| Customer | Phone | Project | Flag | Remark | Update |
|---|
Pending manager approval
| Customer | Phone | Project | TM Remark | Status | Action |
|---|
Send invitations — approved attendees
Clicking "Send invite" will show the WhatsApp template message and change status to Invitation Sent.
| Customer | Phone | Project | Status | Action |
|---|
Confirm attendance
Update customers who have confirmed they will attend the programme.
| Customer | Phone | Project | Status | Action |
|---|
Programme completion
Mark programme as completed (1 day before or on the event date).