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Getting started
Today
Contacts and leads
Timeline, notes and logging
Tasks and reminders
Pipeline and deals
Listings and showings
Property microsites
Lead capture
Email and Inbox
Notifications
Import and export
Analytics
Profile and settings
Plans, billing and trial
Account, privacy and data
Troubleshooting

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Today

Today ranks the people who need you, so you know who to follow up with first.

How Today decides what comes first

What can appear on Today, how the list is ranked, and why it never holds more than 15 items.

New leads and speed to lead

When a new lead appears on Today, what takes them off the list, and what happens after 48 hours.

Listing inquiries on Today

How a question sent from a property microsite becomes a task on Today, and what Respond does.

Cooling contacts and when they appear

How many days without contact each stage allows before someone shows as cooling on Today, and what resets the clock.

Log what happened and set the next step

What Reach out, Respond, Re-engage and Complete do on Today, and how to log the contact and plan the next step in one go.

Snooze an item until tomorrow

Hide a lead, inquiry or cooling contact from Today for the rest of the day without logging anything.

Why someone isn't on Today

The reasons a person or task doesn't show on Today, and what the All clear and Could not load your day messages mean.

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