Dashboard

Your daily work hub: incomplete tasks and a calendar of tasks plus meetings. Also the same Search, Import, and Add Prospect controls as Pipeline and Conversations.

Path: main nav → Dashboard

The nav badge is the count of due tasks.

Task List (default)

Toolbar toggle: Task List.

Columns: Task, Due (colored chip), Assigned user, Prospect.

• ✓ completes the task
• Delete removes it
• Click the row to open Prospect Details

Due chips: red today/overdue, yellow tomorrow, gray future.

Calendar

Toolbar toggle: Calendar — month or week. Tasks and meetings appear together. Click an item to open the related prospect.

Filters

Filter by pipeline (or All Pipelines), assignee, and stage from the toolbar.

Suggest Tasks

Upper right. AI proposes follow-up tasks for prospects. Review the list and confirm before anything is created.

Common questions

Where are upcoming meetings? Dashboard → Calendar, or the prospect Activity timeline.

Why is a task chip red? Due today or overdue.