My day — the sales agent daily workflow
Your My day screen (/my-dashboard) is a distraction-free, personalised workspace tailored to you.
The four blocks
- Today's plan (top-left) — the 5-10 leads you should call TODAY, ranked by priority × SLA urgency. Click any row to open the drawer, or hit the phone icon to dial.
- Follow-ups due today (top-right) — every task you scheduled that is due today.
- New leads assigned to you — count + list of leads assigned in the last 24h.
- Your leaderboard rank — where you sit today, this week, this month.
Snoozing a lead
If a lead asks you to call back later, click Snooze in the drawer and pick a duration (15 min / 1h / tomorrow 9am / custom). It disappears from your Today's plan until the snooze expires.
Marking a call outcome
After every call, tap the outcome button in the drawer:
- Interested → suggests next action = follow-up in 24h
- Not interested → status auto-moves to
lost - No answer → schedules a retry in 2h
- Callback later → opens the snooze picker
- Converted → prompts for deposit amount, moves status to
client, awards leaderboard points
Follow-up popups
If you have any tasks due in the next 15 min, the CRM will show a popup reminder in the bottom-right corner. You can snooze it 15 min or dismiss.
Every action you take earns points. This is exactly how the scoring works, how ties are broken, and how to check your rank right now.
Save every message you send more than once as a template. Insert with two clicks, use variables that auto-fill lead data, and translate for every market.
Everything you can do from the Leads screen — the quick-actions row, keyboard shortcuts, bulk operations, and how to move a lead through the funnel.