Calls

Track and log prospect and client calls

Total Calls

3

this week

Connected

2

Talk Time

13m

Connect Rate

67%

Sarah Johnson

Momentum Wealth

Discussed retirement planning products. Follow-up meeting scheduled.

09 Feb, 10:30

Completed4:32

David Nkosi

Old Mutual

No answer — will try again tomorrow.

09 Feb, 09:15

No Answer

Lisa van der Merwe

Sanlam Private

Inquiry about partnership opportunities. Sent proposal.

08 Feb, 14:45

Completed8:15