Daily Digest
Start with the new Digest and choose the work that needs attention.
Plan your dayAll Work and lead queuesTasks and recovery previewException queuesCapture and review intakeConversationsDiscussionsAnalyticsNotificationsFavourites
For individual exception reports, search all guide topics. Opening Notifications marks unread notifications as read. Loading Today or recovery data can also repair revival-queue ownership; see Revival Queue. Capture, review, scheduling, resolving and other report actions may change CRM data; review each procedure before acting.
Detailed procedures
- Campaign Replies
- Digest analytics
- Digest conversations
- Digest discussions
- Digest favourites
- Digest notifications
- Expiring Subscriptions
- Follow-up Alerts
- Follow-up Review
- Helpdesk Digest Queue
- Lead Data Missing
- New Digest: capture and review intake
- New Digest: exception queues and report panels
- New Digest: plan your day
- New Digest: tasks and recovery preview
- New Digest: work queues and loaded-record filters
- Overshot Deals
- Pending Assignments
- Pending Escalations
- Personal Notes
- Revival Queue
- User Activity Timeline