My Day (/my-day)
Your daily command center.
Getting started checklist
New users see a Getting started panel on My Day:
- Open My Day
- Open a person record
- Log a call with an outcome
- Complete a task
- Use a message template (Admin)
Mark steps complete as you go, or dismiss the panel later.
Sections
- Who to call next — prioritized contacts
- Overdue tasks — past due work
- Due today — tasks for today
- Appointments today — calendar items
- My inbox — leads needing attention
You can complete tasks from here and jump into any person record. Use Refresh if counts look stale.