Today is your starting point each day. It surfaces what is due or slipping — overdue and upcoming tasks, stale leads, hot leads with no next action, new leads awaiting a first touch, and transactions that need attention.
Steps
- Step 1: Open Today and scan the sections from the top.
- Step 2: Clear overdue and due tasks first, then review new and hot leads.
- Step 3: Use a recommended next step to create a task, log an activity, or dismiss it if it is not helpful.Recommendations are suggestions, not automatic actions.
- Step 4: Finish by updating any transactions that were flagged as needing attention.
Tip: A simple daily rhythm: check Today, review new leads, update contacts and transactions, then complete your follow-up tasks.
Tip: If Today looks empty, check the account selector — you may be in a different account.