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.
Today is one list of the people and tasks that need you, ranked on a single urgency score so the most pressing item is at the top. It is never split into sections.
What can appear
| Item | When it appears | Button |
|---|---|---|
| New lead | A lead at New Lead added in the last 48 hours that nobody has reached out to yet | Reach out |
| Listing inquiry | Someone asked about a listing on its property microsite and you haven’t answered yet | Respond |
| Cooling | An active lead or client has gone longer than their stage allows without contact | Re-engage |
| Task | An open task due today or overdue | Complete |
How the list is ranked
Each kind of item has its own rule, and the scores overlap on purpose so context wins:
- New leads get more urgent every hour for 48 hours, and always rank above a listing inquiry.
- Listing inquiries get steadily more urgent while the person waits, but never pass a new lead.
- Tasks rank by priority (High, Medium or Low), and climb for each day they are overdue, for up to two weeks.
- Cooling contacts rank higher the further past their limit they are, the closer their deal is to closing, and the larger the deal value or budget.
So a High priority task that is a week overdue can sit above a new lead, and a large deal going quiet can sit above a small one.
How much fits
Today shows up to 15 items. At most 10 of them are tasks, so a backlog of tasks can’t push leads and cooling contacts off the list. When there aren’t enough other items, tasks fill the remaining places. Listing inquiries don’t count toward the 10.
Reading a card
- The title says what it is, such as “New Lead: Maya Chen” or “Cooling: Sam Ortiz”, and the line under it says why, such as “Overdue by 2 days” or “No contact in 6 days.” A task with a note shows the note there instead, and an inquiry shows the person’s message.
- The badge shows where the person stands: their lead stage, or their deal’s side and stage, such as “Buying · Offer”.
- New leads and cooling contacts show what is at stake, such as “$450k potential”: their largest open deal, or their Budget to when they have no deal value.
- The link under the card opens their contact page.
The header shows today’s date and how many things need you. “Today” follows your computer’s own date and time zone, so a task due today appears from your local midnight.