📋 TFS Dispo Call Board v2
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Deals
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🔴 A
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🟡 B
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⚪ C
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Overdue
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Verbal Yes
View:
All Active
⚠️ Overdue
✅ Qualified
📬 Offers
⚡ Verbal Yes
🌱 Nurture
🔴 A Priority
💀 Lost
↻ Refresh
📋 Required Daily Workflow
☀️ Morning
Review Overdue view
Assign unassigned records
Route 🔴 A-priority immediately
Call new leads <5 min
🌙 End of Day
Update every active record
Schedule next action + due date
Mark Lost with reason if dead
Report scoreboard to Brooke