My day is rolling out gradually. If you don’t see it in your account yet, write to us to enable it.
Operations
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…
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.