The home screen

Today's work at a glance, shortcuts to everything, and your business numbers.

1. 1Today

   The three cards 1 show follow-ups due (with how many are overdue), today's site visits and your hot leads. Tap a card to open the list.

   Today's Agenda 2 summarises what to do next. The bell 3 holds your notifications.

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2. 2Quick actions and your business

   Quick actions 1 jump straight to adding a deal or follow-up, site visits, pending work, the WhatsApp queue and the pipeline board.

   Under Your Business, admins and managers can switch 2 between their own numbers, one teammate's, or the whole team.

   Pipeline Value and Expected Commission 3 add up all your deals. Tap them to open Deals and Commissions.

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