Capabilities

Mark New Follow-up Date

You can set a new follow-up date for a deal directly from the table.

• Locate the deal row

• Click the follow-up date field

• Select a new date

• The follow-up updates immediately

Clear Follow-up Date

You can remove a follow-up date from a deal.

• Locate the deal row

• Click the follow-up date field

• Clear the date

• The follow-up is removed immediately

Quick Visit Deal Links

Deals can be accessed quickly without leaving the page.

• Click the deal name or quick link

• The deal opens in context

• Close to return to the Daily Digest

Open and Edit Deal Inline

Deals can be edited while staying on the Daily Digest.

• Click a deal row

• The deal panel opens

• Edit deal fields as needed

• Changes save automatically

• Close the panel to return to the table

Message Deal Contact

If LinkedIn is connected, you can message directly.

• Click Message on a deal or contact row

• Compose the message

• Send without leaving the page

Open Task

Tasks can be opened directly from the table.

• Click the task row

• The task opens for review or editing

Mark Task Complete

Tasks can be completed directly.

• Click the complete checkbox

• The task is marked complete

• The row is removed from active lists

Message Contact

Contacts can be messaged directly.

• Click Message on a contact row

• Send a message if messaging is enabled