Work through your day
1. What To Do is
To Do in the sidebar is your list of what to do now. Home, where the app opens unless you chose another start screen, counts what is overdue, due today or going quiet and links here. It shows only your own deals and activities. The number beside To Do in the sidebar counts what is overdue or due today. Above the page a row of views reads To Do, Approvals and Activities. Approvals opens everything waiting for your approval and shows how many; Activities opens the full list of activities. The sidebar keeps To Do marked on all three, and the row marks the one you are on.
2. The morning brief
The top of the page says in one sentence what needs you today, with one button to start and a line of counts. Each count jumps to its section. Once you have cleared something from the day, a line under the sentence says how far you are, for example 3 of 7 done.
3. Needs you
One row for each of your deals that has gone quiet with nothing scheduled. Under them, your newest open deals with nothing planned, marked No next step, up to five; a line under the list counts the rest and opens the deals board. Press Plan a next step to open the deal. A deal you just created or changed appears here without reloading the page. A deal that has a suggestion waiting for you is not here: its suggestion is under Approvals.
4. Overdue and Today
Your open activities due before or on today. Press Mark as done when an activity is finished, or Reschedule to move it. Each row links its deal, person and organization. A section appears only when it has something in it.
5. Approvals
Approvals is the second view of To Do: press Approvals at the top of the page. It lists every suggestion and draft waiting for your yes or no, such as a follow-up email for a quiet deal or a suggested next step, and you approve, change or dismiss each one there. When something is waiting, To Do says how many in one line with an Open Approvals button, and does not list them a second time.
6. Coming up
Your next activities after today, grouped by day. A button under the list shows the rest, with how many there are. A meeting about a deal has a Brief link to that deal's pre-meeting brief.
7. All your activities
Press All activities at the top of To Do to see every activity, including ones that are done, and to filter them.
To Do does not show a colleague's activities, work with no date, or work due tomorrow (that is under Coming up).
8. Trials ending soon
If your product sends its trial sign-ups as leads, Trials ending soon lists your own whose trial ends within 7 days or has ended (how sign-ups arrive and leave the list). It is not shown when none do.
9. People waiting on you
People waiting on you lists your own open leads and contacts with nothing planned and nothing you can see for 14 days, the longest waiting first. A lead and its contact are one row. Contacts you imported and never touched are not listed. Plan follow-up opens the record with a new activity's form open and Follow up filled in; nothing is saved until you save it. A colleague may have been in touch in a way you cannot see, so the line says nothing you can see. The section is not shown when no one is waiting.