Next best actions
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At the top of your dashboard's right-hand rail is the Next best action card. It picks the one thing most worth doing now. Click the suggestion to go straight there. Next shows the following suggestion, and Back returns to the previous one.
Questions about this
What is the Next best action card?
It sits at the top of your dashboard's right-hand rail and picks the one thing most worth doing now. Clients waiting on you come first, and offers to review and signatures that need attention jump to the top; then work in progress, setup basics and opportunities. Click the suggestion to go straight there, use Next and Back, or click the cross to set one aside for the session. For a fuller list, scroll down to Guided tasks.
