See a week of follow-ups land on one list.
Try today's list, a customer record and the import here. Then book 30 minutes to see the rest in the real app.
30 minutes. You choose the day and the time.
Try it on a sample pipeline, right here.
Nothing you click here changes real data.
01Today's list
Switch between Next activity due, Never contacted, Inactive over 30 days and Birthdays, and watch the list change
SavedDaniel Tan2d overdue · Task: chase the kitchen quoteQuote sentMrs WongToday · Meeting, 3pm: site visit in TampinesEnquiryGrace LeeToday · Task: send the revised bathroom quoteQuote sentFarid IsmailToday · Reminder for youJob doneKumar PillaiThu · Task: confirm the hacking dateJob bookedAlvin GohMon · Meeting: pick the tiles at the shopJob booked02A customer's record
Open Daniel Tan: his Next line ("Task: chase the kitchen quote"), his notes and his S$18,400 deal
Daniel Tan
+65 9170 2286 · Owner Michelle Ong
6
messages
2
open tasks
1
meeting
9
activity
NEXT
Task: chase the kitchen quote
Next step2d overdueDealKitchen, S$18,400Phone+65 9170 2286Emaildaniel.tan@example.comBirthday12 Mar03Board or grid
Flip the pipeline from a board of stages (Enquiry, Quote sent, Job booked, Job done, Paid, Lost) to a grid
Columns: StageEnquiry3Quote sent3Job booked2Job done1Paid2Lost104The import
Drop a sample CSV, see its columns matched, then review the rows before they come in
What to expect in the 30 minutes
- Today's list on a sample pipeline, and how a follow-up date puts someone on it
- A customer's record: the notes, the deals, what they've paid and what's next
- Bringing in a spreadsheet, and undoing an import that went wrong
- Sharing a pipeline with your team, and choosing who sees what
30 minutes. You choose the day and the time.