Inbox & Tasks

Inbox (/inbox)

Leads that need a first action (new or overdue). Scope Team or Mine.

Actions:

• Open the person
• Claim (take ownership when unassigned)
• Mark actioned when you’ve worked the lead

Tasks (/tasks)

All open tasks with filters:

• All / Overdue / Today / Upcoming
• Mine / Team

Complete tasks here or from My Day / the person rail. Each row links back to the person.