Today
Wed May 13 — Kevin
$284k weighted — 67% to quota.
2 approvals waiting · 1 follow-up 2d overdue · $46k in deals due to move this week.
5 days — no missed follow-ups
This week
Weighted pipeline
$284k
↑ $42k vs last wk
Approvals
2
High confidence — 1 click away
Open tasks
14
1 overdue
Calls — 7d
23
↑ 6 vs prior
Today's tasks
Touch cadence — last 30 days
3+ touches 1–2 touches No activity
Approve queue
3 items staged — 1 voice note, 1 update, 1 new contact
Your safety net before data lands.
Nothing hits the CRM until you say so. 2 high-confidence items can ship with one click — the rest you eyeball.
Call notes — Hilliard Hyundai
Voice · 1:42 · 9 min ago · transcribed
High
"Called Greg at Hilliard — they want to move their fleet maintenance to us starting July, need a quote on six F-150s and the Transits. Sara at Maple Lincoln also asked about parts pricing — get her in the contact list."
Suggested to create
Task — Quote fleet maintenance: 6× F-150 + Transits
Linked to Hilliard Hyundai · Due Fri, May 16
Task — Follow up call: Maple Lincoln, parts pricing
Linked to Sara Okeke (new contact) · Due today
Contact — Sara Okeke · Maple Lincoln
Service manager · no email yet
Why we suggested these: matched "Hilliard" → existing dealer record · "F-150" + "Transits" → fleet maintenance template · "Sara at Maple Lincoln" → no contact match found (proposed new). Two named dealers, one new person — confidence anchored by entity matches.
Update — Eric Mendez
Phone number changed · sourced from yesterday's call recap
High
On file
Eric Mendez
GM — Anderson Subaru
eric@andersonsubaru.com
(614) 555-0142
Proposed
Eric Mendez
GM — Anderson Subaru
eric@andersonsubaru.com
(614) 555-0488 · new mobile
Why we suggested this: "you can reach me at six-one-four five-five-five oh-four-eight-eight from now on" in your Mon 4:18 PM voice note. Old number wasn't deleted — added as secondary if you keep it.
New contact — Sara Okeke
Maple Lincoln · sourced from voice note above
Medium
Why medium: first mention — no last name verification, no contact details. Will create with minimal fields; you can flesh out after the call.
Pipeline
Q2 — May 13, 2026
$284k weighted — 67% to quota.
18 deals open across 6 dealers. 3 stuck > 14 days — bump them today.
This quarter
Weighted
$284k
↑ $42k vs last week
Open deals
18
3 stuck >14d
Win rate · 90d
42%
↑ 6 pts
Avg cycle
23d
↓ 4d
Funnel by stage — $ unweighted
All deals
Lead
3Eastside Mazda — fleet quote
$18.0k
Riverside Kia — first call
$6.4k
Qualified
4Maple Lincoln — parts contract
$22.0k
Polaris Honda — service deal
$11.5k
Quoted
5Hilliard Hyundai — fleet maint.
$32.0k
Westside Ford — service kit
$14.2k
Anderson Subaru — trade-in pkg
$8.4k
Negotiating
3Capitol Toyota — renewal
$24.0k
Stevens Auto — vendor reset
$19.0k
Closing
2Premier Glass — annual rebid
$48.0k
Diamond Tints — co-op spiff
$24.0k
Stuck > 14 days (2)
Anderson Subaru — trade-in pkg
$8.4k
Stevens Auto — vendor reset
$19.0k
Closing (2)
Premier Glass — annual rebid
$48.0k
Diamond Tints — co-op spiff
$24.0k
Tasks
Overdue
12d late
Follow up — Anderson Subaru trade-in quote
Today
4Call
Call Maple Lincoln — parts inquiry
Email
Send quote — Westside Ford
Quote
Quote fleet maintenance — Hilliard Hyundai
Admin
Email weekly summary to ops
This week
9Renewal
Renew dealer agreement — Capitol Toyota
Email
Reply — Brian @ Stevens Auto Group
Site visit
Site visit — Hilliard Hyundai
Quote
Q2 pricing — Eastside Mazda
Internal
Ops sync — coverage handoff
Done
7Closed
Email recap — Capitol Toyota
Closed
Call recap — Westside Ford
Closed
Voice → 4 tasks created
Overdue
Today (4)
This week (9)
Contacts
A
B
C
Eric Mendez
GM — Anderson Subaru — Columbus OH
Eric Mendez
Follow-up 2d overdue
eric@andersonsubaru.com · (614) 555-0488
YTD
$48.2k
Open
$8.4k
Last touch
2d
Deal status — trade-in package
Lead
Quoted · $8.4k
Awaiting reply · 17d
Signed
Delivered
Notes
Dealers
Vendors
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Recent voice notes
Activity
Today
Kevin captured voice note — Hilliard Hyundai
9:18 AM — 1:42 — 3 items staged — $32k
Kevin logged call — Westside Ford
8:34 AM — 14 min — Mike Beltran — quote requested $14.2k
Kevin closed task — Email recap, Capitol Toyota
7:51 AM — Annie Park — renewal track
Yesterday
Kevin approved — 4 tasks from voice note
6:12 PM — Capitol drive recap — renewal at $24k/yr
Kevin added note — Stevens Auto Group
3:40 PM — "Brian escalated invoice issue" — $1.8k disputed
Task flagged overdue — Anderson Subaru
2:00 PM — Eric Mendez — $8.4k trade-in stuck
Your profile
K
Kevin Noles-Guerra
kevin@morristait.com · Sales rep
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