The CRM has one page per job, in the bar on the left (or along the bottom on a phone): Today for who to call and what’s due, People for everyone you work with, Inbox for every text, email and call in one list, Tasks, Calendar, Deals for each transaction, Plans for follow-up that runs on its own, and Reports. Owners also see Settings.
Find anything fast
Press Ctrl+K (Cmd+K on a Mac) or the search box to jump to any person, page or action, including Help & feedback. Press ? to see every keyboard shortcut.
Today
Today starts with a short note from Nadia on what matters, then the people worth a call and why, tasks and follow-ups due, conversations waiting on you, appointments, and transaction deadlines from Offers & Contracts. Your morning brief email carries the same list just before 7am.