START HERE / 4 MIN READ
Read your Today workspace pulse
Use recorded priorities, workload, pipeline, and service facts to orient your team.
Plan: Free4 clear steps
Follow the steps
01
Choose the workspace
Use the workspace switcher first. Today reflects the selected workspace only.
02
Scan the pulse
Open Today and review due and overdue tasks, meetings, pipeline priorities, and service work. Available sections depend on your plan and recorded data.
03
Open the source
Use a task, person, opportunity, or service link to inspect the underlying record before acting.
04
Explore reports
Open Sales > Dashboards for deeper pipeline, activity, conversion, and custom reporting views when available to your plan.
BEFORE YOU MOVE ON
Check the result
The opened record belongs to the selected workspace and supports the priority shown on Today.
Worth knowing
Today uses recorded amounts and events, not recognized revenue or a prediction of future results.