Start with what needs you.
Replies, missed calls, voicemail and the follow-ups you set land in one queue. Anything with a response clock comes first, and every item says why it is there.
jk move e complete s snooze o open
- Respond
- Tallgrass Mechanical Call back: missed call Respond by 11:40 AM
- Brassleaf Supply Reply from Marcus Hale Respond by 1:15 PM
- Work today
- Northvane Controls Call back about actuator lead times Overdue 1d
- Oxbow Valve & Fitting Follow up on the stainless quote Today 2:00 PM
- Kestrel Fabrication Send the spring line card Today 4:30 PM
- Done today
Queue clear. Nothing else needs you today.
Tallgrass Mechanical
Priya Raman · Service manager
Why it is here
Priya called your main line and did not leave a voicemail. Missed calls get a first response within two business hours.
Next action Call
- Phone
- (713) 555-0118
- priya.raman@tallgrass.test
Recent activity
- Missed call from (713) 555-0118, 20 minutes ago
- Email sent: Service agreement renewal, last week
Brassleaf Supply
Marcus Hale · Buyer
Why it is here
Marcus answered your pricing email and asked about two more sizes. Replies get a first response within two business hours.
Next action Email
- Phone
- (832) 555-0107
- marcus.hale@brassleaf.test
Recent activity
- Email received: Re: Ball valve pricing, 45 minutes ago
- Stage moved to Engaged, 45 minutes ago
- Email sent: Ball valve pricing, 3 days ago
Northvane Controls
Lena Ortiz · Operations manager
Why it is here
You set this call for yesterday after Lena asked about lead times on actuators.
Next action Call
- Phone
- (713) 555-0131
- lena.ortiz@northvane.test
Recent activity
- Call logged: Connected, call back, 2 days ago
- Note: Wants lead times on actuators, 2 days ago
Oxbow Valve & Fitting
Dana Whitfield · Purchasing manager
Why it is here
Your note from last week: check that Dana has what she needs to decide. The quote email has had no reply for six days.
Next action Call
- Phone
- (281) 555-0124
- dana@oxbow-valve.test
Recent activity
- Email sent: Stainless ball valve quote, 6 days ago
- Call logged: Connected, interested, last week
Kestrel Fabrication
Sam Becker · Owner
Why it is here
Suggested when you logged Connected, interested yesterday. Sam asked for the new line card.
Next action Email
- Phone
- (512) 555-0189
- sam@kestrel-fab.test
Recent activity
- Call logged: Connected, interested, yesterday
- Account added from an import, last month
Snooze is off while a first response is due.
What lands here
Everything that needs a response, in one list.
Calls, email and texts create their own work in Respond. The tasks you set go to Work today on the day they are due, and finished work collapses into Done today.
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Replies
A reply to your email becomes a task with a first response due within two business hours, and the lead moves to Engaged.
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Missed calls
A missed call from a number on file becomes Call back: missed call, on the same two-business-hour clock. Unknown numbers go to the Inbox first.
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Voicemail
A voicemail becomes Call back: voicemail, due within two business hours. The message waits in Voicemail and texts.
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Texts
On plans with incoming texts, a text to your business line gets the same two-business-hour clock.
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Other new email
Email that is not a reply is due by 6 PM the next business day, in your workspace’s time zone.
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The follow-ups you set
Every call outcome suggests one, and you can add a task to any record. It shows up here on the day it is due.
Order
Sorted by what happens if you wait.
Work on a response clock comes first. Each row says why it is there: what kind of work it is, when it is due and the note that came with it.
Records on the do-not-contact list never show up in Today. The server leaves them out.
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First responses that are already late
A reply, callback or text whose clock has run out stays at the top until someone answers it.
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First responses due within two hours
Clocks that are about to run out come next, soonest first.
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Overdue follow-ups
Tasks that were due before now.
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Other new conversations
Inbound work that still has time on its clock.
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The rest of today
Everything else due by the end of the day, in the order it is due.
Working the queue
Clear it without losing your place.
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One item at a time
Focus next opens the top item with Call, Email, Complete, Snooze and Add note, the contact’s local time and recent activity. Step to the next without going back to the list.
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Keyboard first
j and k move, Enter opens, e completes, s snoozes and o opens the record. Press ? to see every shortcut.
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Snooze with a rule
Move a task to tomorrow, 3 days out, next week or next month. Snooze is off while a first response is due.
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Views and search
Switch between All work, Respond and Work today, or use Find in this queue to jump to a name.
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Mine or Everyone
Mine is your work plus anything unassigned. Admins can switch to Everyone to see the whole team.
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On a phone
The queue fits a small screen. Swipe right to complete and left to snooze.
Open Today and see what needs you first.
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