Today's Actions
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How Today's Actions decides what needs attention
Today's Actions pulls together the work that deserves review today.
Quick answer
Today's Actions looks at due follow-ups, overdue work, hot lead context, and active tasks so you can review the highest-priority next actions.
Today's Actions is designed to answer: what deserves attention today?
What it considers
The list can include overdue follow-ups, due tasks, hot lead context, and deal-related work that should not drift.
Review before acting
The list gives you a starting point. You still review each relationship and choose the right action for the situation.
Steps / Key takeaways
- Overdue follow-ups come forward.
- Hot or time-sensitive items are easier to see.
- You stay in control of what action to take.
Frequently asked questions
Does Today's Actions complete work automatically?
No. It helps you see and review what needs attention. You decide what to do.
leads
follow-up
tasks
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