Sales
Today
The counsellor's home: first calls, follow-ups and next best actions, in order.
Today answers one question: what should I do next?
What's on it
- First calls. New leads with a running first-call clock, most urgent first. The clock turns red when it is nearly out.
- Follow-ups. Calls and tasks due today, and anything overdue.
- Next best actions. Suggestions such as "book the demo", "send the quote" or "try once more, then nurture", each with a Why? that explains the reasoning.
Working through it
- Click Call on a lead. With the Android app on your work phone, the call is logged automatically.
- Log the outcome: connected, no answer, busy, call back.
- Set the next action. A lead never leaves Today without one.
Tip: Keyboard first. ⌘K finds anyone; on a record, the quick actions call, message and add a follow-up.
Morning reshuffle
Leads that went quiet before they were counselled go back into play. In Team → Reshuffle, a sales manager sets each counsellor's daily share and the rules. Each morning, every counsellor who isn't on leave is dealt their share, and anything left untouched returns to the pool the next morning.
For managers
Sales managers see their team's Today in Team: who is behind on first calls, overdue follow-ups and stuck deals.