Using Today

Today is your list of tasks for the day: every follow-up that is due, grouped by what you have to do. Open it each morning and work from the top, so new enquiries get a quick reply and no follow-up is missed.

The summary card

At the top, the card counts your open tasks for today and anything late: Calls, Site visits and Messages (and Other when there are any). The line under it, such as “3 of 8 done”, fills up as you tick tasks off during the day.

To do, Late and Done

• To do: everything due today or earlier. New leads come first: leads nobody has taken yet, and leads in the first stage that nobody has ever called, messaged or emailed, with how long they have been waiting. Once someone logs a call (even Didn't pick up) or sends a WhatsApp or email, the lead leaves New leads and shows under its next follow-up instead.
• Late: only the follow-ups whose time has passed, in red, such as “2h late”.
• Done: the tasks you have ticked off today, newest first. Open one to see the lead. Ticked by mistake? Tap Undo next to the newest one; it goes back to To do as it was.

Grouped by what to do

Inside each list, tasks are grouped by the kind of follow-up: Calls, Site visits, Messages and Other. The group decides the button on the card: a call shows Call, a site visit shows Open in Maps and Call, a message shows WhatsApp. You choose the kind when you set the follow-up. See Follow-ups.

A lead that has no follow-up set does not show on Today, so always set the next step.

Mine or everyone

Today shows your own tasks. To see the whole team's, use Mine and Everyone at the top. Leads with no owner show under New leads for everyone; tap Assign to me to take one.

Working through the cards

• Tap Call to ring the customer. LeadCRM then asks how it went. See Call and log.
• Tap WhatsApp on a message task to send a ready message. See WhatsApp messages.
• Tap Open in Maps on a site visit to get directions to the customer's address or city.
• Tap the round tick to mark the task Done. LeadCRM asks what the next step is; choose one, or Nothing for now. Tap Undo on the message if you ticked by mistake.
• Tap ⋯ to Snooze, Reassign the lead to a teammate, or Open lead.
• Swipe a card right to call, or left to WhatsApp. Tap the name to open the full lead.
• Pull the list down to refresh it. It also refreshes when you come back to the app.

On a computer

On a wide screen, the same groups (Calls, Site visits, Messages, Other) are on the left and the selected lead on the right, with its next follow-up bar, stage and recent history, and the buttons Call, WhatsApp, Log call, Add note and Set follow-up. Use the keyboard to move fast: J and K to move down and up, C call, W WhatsApp, L log a call, S snooze, E done, N new lead. Press ? to see them all. See Keyboard shortcuts.