Which follow-ups are overdue, and whose?
For REQ-1042 set the next action to “Call to confirm the quote”, tomorrow 10:00. Keep me as owner.
Done. REQ-1042 now has the next action “Call to confirm the quote”, due tomorrow at 10:00, owner Maya. The change is in the audit log under your name and this agent.
Open the Harbor Café request and move it to Won.
Not allowed: REQ-1042 is assigned to Maya. Managers work only with their own requests.
I can’t open REQ-1042: it belongs to Maya, and your access covers your own requests. I can list yours, or you can ask Maya to change it.
Show mine that are due today.
One: REQ-1038 Lindqvist Dental, HVAC filter replacement, next action “Book a site visit”, due today.