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The Abbington Ken CarylDaniel JonesHelp
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Tasks

In the order they need doing — overdue first, then today, then the week.

Overdue
4
Due today
2
Due this week
7
Including today
Completed
2
Recently finished

Overdue

4 tasks

  1. Call back Foothills Home Health referralOutreachDaniel JonesJul 31, 2026
  2. Follow up with Rita PrescottOpen leadLead follow-upDaniel JonesAug 2, 2026
  3. Confirm this week's toursToursDaniel JonesAug 3, 2026
  4. Follow up with Jean PrescottOpen leadLead follow-upRenee AlcarazAug 3, 2026

Due today

2 tasks

  1. Follow up with Warren NwosuOpen leadLead follow-upMarcus WebbToday
  2. Tour follow-up for the Kettleman familyLead follow-upDaniel JonesToday

Next 7 days

5 tasks

  1. Follow up with Jean TolliverOpen leadLead follow-upDaniel JonesAug 5, 2026
  2. Send community info packet to Thomas BianchiOpen leadLead follow-upDaniel JonesAug 5, 2026
  3. Send community info packet to Donald FitzgeraldOpen leadLead follow-upRenee AlcarazAug 6, 2026
  4. Prep apartment 118 for move-inMove-inRenee AlcarazAug 6, 2026
  5. Send community info packet to Warren KowalczykOpen leadLead follow-upMarcus WebbAug 7, 2026

Later

2 tasks

  1. Refresh Memory Care pricing sheetMarketingMarcus WebbAug 12, 2026
  2. Schedule fall open houseEventsMarcus WebbAug 27, 2026

Done

Cleared in the last couple of weeks

  1. Post July occupancy summaryRenee Alcaraz
  2. Update website availability by apartment typeDaniel Jones

Tasks tied to a lead link straight to that lead, so following up never means going and finding the record first.