My Working List

Accounts you’ve claimed — your daily follow-up list.

Click a row for the full deep-dive.

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Upcoming

Follow-ups and check-ins coming due.

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Find & claim accounts — your pipeline pool. Hit “Add to My Work” to start working one.

Search Min fit Sort Stage Due window Hot Keep-warm Can't-crack Too-far Show removed Center on city Radius: 0 mi

The engine's scored feed — triage and push onto the rep board. Manager / owner only.

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Min fit Board Sort

Manager / owner only.

Rep	Activity type	Count

Owner / manager only.