Lesson 97 · Sell with BuildBetter
What needs my attention today?
Your calendar, meeting prep and the work you owe.
You’ll be able to
- Plan around your meetings
- Read the prep and source
- Find open and completed work
Read the docs
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Transcript
You can now plan your day around your meetings and the work you owe.
Open Today and choose Day to see the meetings on your calendar.
Use Week or Month to look ahead. Today brings you back.
Open a meeting to check who is coming and whether it will be recorded.
Open the prep brief to read the context already prepared for that meeting.
Open Actions. The Tasks lane holds work that needs your attention.
Filter by deal when you want to work through one customer conversation at a time.
Open a task and follow Where this came from to check the source.
Done today and Earlier show work that has already been completed.
Next up, find out what is holding up a deal.
