A morning email with the day ahead

What changed

Every member of your team receives their own day by email in the morning: today’s appointments, calls due today and overdue, reminders and tasks. No email goes to someone with nothing scheduled that day, and it is never sent twice on the same day. Long lists show at most 40 tasks.

Your data: the email covers the member’s own work and may include the names of related leads and customers; it goes only to active members of your company. Details: Data processing.

Who it is for

Plans: Starter and above. It is sent to the active members of your company.

How to use it

No setting is needed. Appointments, calls, reminders and tasks dated for the day go into their owner’s morning email.