My day
My day is the sales rep's personal view: instead of the business's full board, it shows only the opportunities they're assigned or have taken, sorted by last activity (most recent on top). It answers the question "what do I have to do today?" instead of "how is the whole pipeline doing?".
My day is the sales rep's personal view: instead of the business's full board, it shows only the opportunities they're assigned or have taken, sorted by last activity (most recent on top). It answers the question "what do I have to do today?" instead of "how is the whole pipeline doing?".
It includes a search by destination, customer name, or travel dates.
My day is rolling out gradually. If you don't see it in your account yet, write to us to enable it.