Tasks

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To do

Onboard two new agents

Medium

Accounts, headsets and training plan.

NL 13 Nov 2026

Update leave policy

Low

RM 22 Nov 2026

Verify pending KYC files

High

Three customer files waiting.

AM 09 Nov 2026

Close October books

High

Reconcile bank and petty cash.

JK 10 Nov 2026

Fix CRM call logging

Urgent

Calls over 30 min are not saved.

HJ Overdue · 07 Nov 2026

Q4 sales pipeline review

Medium

DM 04 Nov 2026