Move this estimate to the right stage in the pipeline.

Set what you will do next and when — this keeps the estimate moving forward.

When should you check in with the client on this estimate?

Pipeline & Follow-ups

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Nothing overdue! Great work.

Nothing scheduled for today.

No upcoming follow-ups in the next 7 days.

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All active estimates have a next action — great discipline!

Action required: Each estimate below needs a next step. Click Schedule Action to set a date and task, or Update Status if the estimate has moved (e.g. Approved, Lost).