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Daily Digest

Overview

Written By Adtaria Support

Last updated 10 months ago

The Daily Digest is a table-based view designed to surface everything that needs attention today and soon. It consolidates follow-ups, tasks, and new activity into a single actionable view.

The Daily Digest includes:

  • Today’s Follow-ups

  • Overdue Follow-ups

  • Upcoming Follow-ups

  • Stale Deals

  • New Contacts

  • Tasks due today

  • Upcoming Tasks

  • Overdue Tasks

Each row represents an actionable item and can be worked directly from the table.

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