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Work from Today

Keep new inquiries, follow-ups, tasks, and meetings in one view.

Today gathers new public inquiries, personal lead-tracker records that may need a follow-up, your open tasks, upcoming confirmed meetings, and buyer plans in progress.

  1. 1Open Today from Workspace.
  2. 2Respond to new inquiries and update the lead tracker after contact.
  3. 3Add tasks with a due date, then complete or move them to tomorrow.
  4. 4Review meetings and buyer plans before your next conversation.
Follow-up suggestions are based on status and last update. They are prompts for your judgment, not automated messages.