Daily work queues
Open available follow-up lists and refresh the summaries as work is completed.
Daily operations
See what needs your attention.
Choose your office or phone, work Action Items, check Communications and the Daily Leaderboard, and find the next page from the searchable navigation menu.
What you can do
Daily operations features at a glance
The relevant customer, office, task, or transaction details stay with the work.
Office and personal goals
Compare progress and projections for the goal views available to your role.
Phone / Office and Zone Shift
Choose your office or assigned phone from the navigation bar. Lightning icons show the Zone Shift schedule; eligible quote, To-Do, and lead queues expand across the zone after local work is clear.
How it works
A simple three-step process.
The exact options depend on your role and the record you’re working on.
- 01
Confirm context
Check your current office, phone device, and the active goal view.
- 02
Choose a queue
Open the dashboard pane with the highest-priority work.
- 03
Record the result
Save the outcome and confirm the Dashboard updates.
Before you start
What to check first
Who can use this area?
What you can use depends on your account type, role, office access, enabled services, and sometimes the record’s current status. The Help guide lists the usual roles, but your administrator controls access.
What should I verify before saving?
Confirm the person or record, office, date or reporting period, current state, and the effect described by the button or confirmation. For customer and financial actions, verify the destination or amount as well.
What if the page and Help guide disagree?
Don’t try to work around the page. Note what you see and send support the page, action, time, exact message, and a screenshot with sensitive information removed.