Overdue DMI
0
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Open Tasks
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Completed Today
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Completed This Week
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Task Queues
Self-Assign
0
DMI Resolution
→Self-Assign
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AOR Recovery
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Payments
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ID Cards
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1095-A
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Callback Queue
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Message Queue
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Log Task
→Recent Activity
No activity yet this session
0Available
0Mine
— tasks
| Lead ID | FFM ID | Sales Agent | DMI Type | DMI Status | Due Date | Days Left | Tier | Status | Claimed By | Claimed | Updated |
|---|
0Available
0Mine
— tasks
| Lead ID | Sales Agent | Task Type | HealthSherpa | Status | Claimed By | Claimed | Updated |
|---|
— tasks
| Lead ID | Sales Agent | Carrier | Payment Date | Payment Status | Date Reviewed | Contact Count | Notes | Assigned | Updated |
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— tasks
| Lead ID | Sales Agent | Carrier | Outcome | Date Reviewed | Delivery Method | Contact Count | Notes | Assigned | Updated |
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— tasks
| Lead ID | Sales Agent | Carrier | Outcome | Date Reviewed | Delivery Method | Contact Count | Notes | Assigned | Updated |
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— tasks
| Date | Lead ID | Sales Agent | Task Needed | Outcome | Date Reviewed | Contact Count | Notes | Assigned | Updated |
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— tasks
| Date | Lead ID | Sales Agent | Task Needed | Outcome | Date Reviewed | Contact Count | Notes | Assigned | Updated |
|---|
Log Found Task
Did work on a task that wasn't assigned to you? Log it here so you get credit for the day.
Assign New Task
Manually create a new task and assign it to an agent. The task will appear in their queue immediately.
Import Tasks
Upload an Excel or CSV file to push tasks into a queue. Agents see tasks immediately after refresh.
Drop file here or click to browse
Supports .xlsx, .xls, .csv
— records
| Date | Submitted By | Lead ID | Sales Agent | Task Type | Outcome | Date Reviewed | CS Agent | Contacts | Notes |
|---|