Work the list is the Pipeline lens that decides who to call first. It was called the Call Sheet. Old links still land here.
Ranked by urgency
Follow-ups group by when they are due. Overdue comes first and is marked, then today, then tomorrow, then the rest. The header tells you the count and the value at stake before you scroll.
- Overdue: call first.
- Due today, then upcoming.
- Nothing due today is a real answer. The next call is named.
The leak
Below the scheduled calls are open leads with no next touch booked. These die quietly, not rejected but forgotten.
- Each shows how long it has been waiting.
- Book it with one tap: today, tomorrow or a chosen day.
Work a lead
Tap a lead to call, text or reach out, book the measure, or set a reminder. When the next touch is booked, the lead leaves the leak.
Playbooks
A playbook is a series of follow-ups spread over days. Apply one to a lead and the whole series is scheduled at once. There are built-in playbooks, and you can write your own.
Pro tip: Get the leak to zero before you start calling. Booking is faster than calling.