Your day at a glance
Start with a welcoming overview of your schedule and client work. Open the relevant contact, appointment, or deal to keep the conversation moving.
Today
Know who needs you next.
Start your day with a clear view of the people and plans that matter. Bring follow-ups, appointments, client milestones, and deal reminders together in one welcoming workspace.
Today essentials
Overdue, due, and upcoming follow-ups
Review assigned tasks, their owners and due dates. Complete, reschedule, or cancel a task from the work queue.
New inquiries
Open inquiries already matched to contacts. Record an actual response to clear the pending inquiry.
Deal deadlines and expected closings
See upcoming checklist deadlines and expected closing dates. Open the deal to update the details.
Personal dates
See opted-in birthday and home-anniversary reminders. Record completion or skip the reminder for this year.
Local appointments
See upcoming contact-linked calls, meetings, and showings, plus past appointments needing an update.
Connected calendar
View upcoming primary-calendar events when a Google or Microsoft calendar has been configured and authorized.
Team workload and lead routing
Workspace administrators can review the team and configure automatic, fixed-agent, or round-robin inquiry routing.
Work scope and notifications
Choose your work or the entire workspace where your role permits it. Open notification context and dismiss reviewed notifications.
How it works
Start with overdue work and new inquiries.
Open a contact, appointment, or deal.
Record what happened and schedule the next action.