Today
What needs doing now: follow-ups and tasks that are due, bids closing this week, drafts to approve and vendor registrations about to lapse. The same list is emailed every Monday morning once email is connected.
Outreach drafts
Do-not-contact list
Nothing is sent to these addresses. People who click the unsubscribe link in an email, and addresses that bounce or report spam, are added automatically.
Tasks and follow-ups
Open follow-ups, including the reminders created each morning for prospects whose follow-up date has arrived.
Bids
Public solicitations. Decide go or no-go, note the pre-bid meeting, tick off the documents, then mark it submitted. Closed bids stay listed as a record of what each agency buys.
Activity history
Integrations and automation
Service boundaries for future automation. Anything marked "not configured" is inactive, and the app never pretends otherwise.