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3 min readIntermediateManagerAdmin

"In focus now": stuck deals and unanswered leads

Turn the dashboard's alerts into a work list — and mark what you've reviewed.
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Steps

  1. 01

    Open a list

    On the Management dashboard click a tile in In focus now. Expanding a row shows rep, campaign, source, heat, last interaction, proposal value and status.

  2. 02

    Act

    Open full card opens the lead. Mark as reviewed asks "When should it pop up again?":

    • a reminder tomorrow 09:00 or another date;
    • Remove and resurface on a date — also creates a "call the lead back" reminder;
    • Remove without a date.
    Note: "Reviewed" is saved in your browser only; other managers still see it. A lead update brings it back.