Today, Table, and Pipeline

Today is the operational queue: follow-ups due, new leads, unassigned work, and items waiting on automation. Use filters such as Follow-ups, New leads, and Waiting automation. Assign to me when you take ownership quickly.

Table is the list view for filtering, scanning many leads, and bulk updates to status or assignment.

Pipeline shows leads as cards by status. Drag a card to update status. Status changes can start automations — move cards intentionally.

• Start the day in Today
• Use Table for reporting-style filtering and bulk ownership changes
• Use Pipeline when coaching stage progression