Dashboard & Briefing
The Daily Briefing has replaced the traditional dashboard as your home page.
What changed: The customizable widget dashboard has been replaced by the Daily Briefing — an actionable command center that tells you what needs attention and lets you take action inline. The old dashboard URL (/dashboard) redirects to /briefing.
Daily Briefing
The briefing generates a prioritized list of actionable items every time you open the app: health score drops, renewal reminders, stalled prospects, overdue touches, playbook steps due, single-threaded accounts, champion risk, and at-risk deals.
Every action is completable inline — log a touch, advance a stage, complete a playbook step, schedule a meeting — without leaving the briefing page.
See the Daily Briefing documentation for full details.
My Book
The "My Book" page (/my-book) shows your accounts sorted by attention needed. It replaces the old Workspace views with a role-specific work surface: AM view, Sales view, Account Manager view, and Delivery view.