The Daily Brief

The Daily Brief is your morning to-do list, and it writes itself. Every lead sitting in a stage that has an action template becomes a task: “Send a proposal to Robert Kim,” “Contact Emily Chen.” Tasks are grouped by pipeline with the deal value beside each one.

• Check a task off when it is done. Checked tasks move to the Completed list, and they reset automatically when the lead moves to a new stage (a new stage means a new action).
• The green money on the table banner totals the value tied to today’s unfinished tasks.
• Waiting on money lists every outstanding quote and unpaid invoice, oldest first, with how long each has been waiting and a link to the Quotes & Invoices page. A quick nudge on anything sitting here more than a few days works wonders (reminding a client about a quote and chasing an unpaid invoice are both one click).