Your Home page — what to do every day

Home is the first page you see after signing in. It answers one question: what should I do today, and where is the money? Read it from top to bottom.

1. Quick actions

Directly under the greeting: New quotation, New follow-up, New customer and New lead. You only see the actions your role allows.

2. Today

The most important part of the page. It shows how many of each signal need your attention:

• Customer signals — Ready to reorder and Going quiet, from your customers' order history.
• Sales signals — Awaiting reply and Stalled deals, from your quotations and deals.

Choose View to see the customers, quotations or deals behind each number and why each one appears.

3. Follow-ups

Your follow-ups, split into Overdue, Due today and Next 7 days. Mark one done with the tick, or open WhatsApp from the row. See Follow-ups.

4. Sales overview, pipeline and recent activity

Below Today is the supporting context: open deals, pipeline value, pending quotations and overdue follow-ups; the value of your open deals by stage; and the latest activity. For deeper analysis, managers use Reports.

Whose numbers you see

A salesperson sees their own customers, quotations and deals. Sales managers, admins and owners see the whole team. See Roles and permissions.

A simple daily routine

1. Clear your overdue follow-ups.
2. Open each signal that has a count and decide what to do.
3. Create a follow-up or a quotation for each one you act on.