AtlasTasks & reminders
Good morning,
Sarah
You have 3 high-impact items adding up to $84k pipeline impact today.
SR
Sarah Reynolds Gift Officer
Carrying 47 prospects
·
$2.3M active pipeline
·
94% on-time · 30-day
Start here
Call Robert & Susan Lin
Their commitment letter was ready 4 days ago. Each day this slips raises drop-off risk — Guru pegs it as your highest expected-value action right now.
Tasks & reminders
24 active
Overdue · needs attention
3
$84kpipeline at risk
Due today
0/7
7
3 calls · 2 emails · 2 visits
This week
+8
14
Wed gets busy — 5 due
Completed today
🔥 6-day streak
12
94% on-time · 30-day avg
All 24
Mine 17
Team 7
Delegated 2
Completed 12
Saved views:
Overdue · 3$84k impact
Call Robert & Susan Lin re: Cathedral pledge final terms
Apr 30, 2026
4 days overdue
Critical
Solicitation
SR
Send acknowledgement letter — Schwab DAF $15k (soft credit Margaret O'Brien)
May 2, 2026
2 days overdue
High
Stewardship
SR
Follow up: Eleanor Whitmore (LYBUNT) — second outreach attempt
May 3, 2026
1 day overdue
Medium
Cultivation
BM
Today · Mon May 4 · 7
Send Cathedral pledge agreement to Margaret O'Brien
Today, 5:00 PM
2.5 hrs left
High
Solicitation
SR
Thank-you call: Tessa Greene first-time gift ($50 Apple Pay)
Today, 4:00 PM
1.5 hrs left
Medium
Stewardship
SR
Email Cathedral committee: April giving recap
Today, EOD
~6 hrs
Medium
Admin
SR
Visit: Fitzgerald Family — estate-bequest review
Today, 2:00 PM
in 30 min
High
Cultivation
SR
Tomorrow · Tue May 5 · 4
Catherine Romano — welcome series email #2
Tue, 9:00 AM
Tomorrow
Low
Stewardship
SR
Pipeline review with Bridget — top 10 prospects
Tue, 11:00 AM
Tomorrow
High
Admin
BM
This week · 7 more
7 tasks scheduled Wed–Sun · expand to view
✓
Undo