Follow up today
Due today or already overdue.
Fast add
Start with the fallback note.
Drop in a name, what happened, and the next step. This is the main path for quickly adding new people.
Use the intake form only when you need the full structured version.
Fast fallback note
Fastest path: write the messy note, add a name if you know it, and save.
Intake form
Use this longer form when you want structured details beyond the fallback note.
Recent Conversations
Filter the capture research without digging through dense CRM rows.
More tools, drafts, and sales helpers
Sales handoff
Open a lead from the sales desk
Use the sales hub to start a CRM draft with the offer, source, and next step already filled in.
Handoff rules
- ā¢ Keep the offer amount and source together.
- ā¢ Start the record from CRM so follow-up stays attached.
- ā¢ Move the lead into contacts after the first touch.
Three-touch weekly game
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Touches this week
Shared context
CRM and Contacts share the same Gun relay. Keep names, tags, and follow-up dates aligned so the detail view does the heavy lifting.
Deal pulse
Quick scan of the whole board versus the slice you filtered down to.
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Find someone
Search people and saved notes.
Use the quick capture first. Search here when you need to find or clean something up.
Tip: press / to jump to search.
Today's reminders and sales queue
Today's Sales Moves
Actionable warm-sales queue
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Built for follow-up discipline, not spam blasting.
Hot leads with no draft
High-intent leads missing an outreach note.
Warm leads going quiet
Seven-plus days since the last touch.
Replies needing response
The lead replied, but Thomas still owes the next move.
Add a person
Use this only when you know the basics.
For normal day-to-day notes, use the fast fallback note at the top.
Phone contact import
Pull warm contacts straight from Android Chrome when supported, or import a
.vcf/.csv export from iPhone or desktop contacts.
Use the fallback note for messy notes
Open contacts
Research presets
Open the full lead form with segment, pain, offer, and source tags already in place.
Use the full form when you need linked problems or more detailed notes.