Find daily work and continue from the relevant lead or booking.
Review daily work
Open Today from the navigation. Review the available daily queues, follow-ups and bookings. Open the underlying record to read its latest history before acting.
Record the next step
Confirm the follow-up owner and timing. When the customer confirms a booking, update the booking record. Record completed, cancelled or other outcomes only when known; a planned booking is not completed work.
Nothing is listed
Check the date and current workspace, then compare with Leads Inbox and Bookings. An empty daily queue does not mean the workspace has no customers. Role restrictions and demo exclusions can affect what is shown.
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