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Navigation and daily workflow
Move from priorities to records, communication, and pipeline work
The navigation groups daily execution, prospecting, CRM data, communication, revenue tools, reporting, and guidance so every action can start from the correct record context
What this workspace includes
- Dashboard and predictive summaries
- Scout, Tasks, Inbox, Calendar, and notifications
- Prospecting and CRM records
- Communication, sales tools, reports, and settings
Complete workflow
- 1
Review Dashboard
Understand today’s sales picture
- 2
Open time-sensitive work
Use Tasks, Inbox, or Calendar
- 3
Open the linked record
Confirm the person, business, prospect, or deal
- 4
Complete and record the action
Update status and next steps
How records and settings behave
- Navigation visibility follows access
- Record links preserve task and activity context
- Notifications surface events that need review
Working effectively
- Start from My Day for focused execution
- Search before creating records
- Return to Pipeline after deal changes
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Navigation and daily workflow?
Understand today’s sales picture
When is my work saved?
Navigation visibility follows access
How do I confirm the result?
Return to the related list or detail view and review its current status. Notifications surface events that need review