Session 5 — Work tasks & inbox

Goal: Clear one piece of follow-up work.

Tasks

1. Open Tasks (g then t).
2. Filter Overdue or Today, scope Mine.
3. Complete at least one task (or create one on a person rail first if the list is empty).
4. Mark Complete a task on the My Day checklist.

Inbox

1. Open Inbox (g then i).
2. Open a lead, or Claim it if unassigned.
3. Click Me / Unassigned (upper right), search a teammate, and assign the conversation — it moves to Assigned.
4. After a real touch, Close the conversation.

Next: Session 6 — Calendar & deals