One queue to resume work
Quote follow-ups and routine tasks stay visible in the same place.
A solution to start with what matters
Open your day knowing what needs attention
Today panel brings quote follow-ups and routine tasks into one queue, highlighting what is overdue and what comes next.
The problem
When every follow-up is somewhere else, you lose time deciding where to start
The panel brings together pending work from your quotes and My routine. Open the right context, review what needs to happen, and keep working without relying on memory or a lost conversation.
A few steps
How it works
- 1
See the right queue
Quote follow-ups and routine tasks appear together, starting with what needs attention first.
- 2
Open the context
Use the links to My routine or My quotes to check the related task or proposal.
- 3
Resolve the next step
Complete, reopen, reschedule, or record the outcome as the work moves forward.
What becomes simpler
Attention in the right order
The panel highlights overdue and upcoming work without making you search across screens.
Contact stays in your hands
When WhatsApp is involved, you review the message and choose when to open the conversation.
Ready to know what comes next?
Sign in to your professional account and open Today panel to continue from the real queue of your routine.