Each morning, the accounts that broke their pattern

Today is one short list: the accounts to recover, retain, reorder or grow, highest priority first, each with the reason in plain words and what it is worth.

How it works

1. 01Every night each account is measured against its own ordering rhythm, its spend a year earlier and the product lines it usually buys.
2. 02The accounts that broke their pattern go on one list, one row per account, capped so it stays workable. The rest wait and come back as their signal strengthens.
3. 03Each row says why in a sentence a rep can repeat, offers a drafted opener labelled as drafted, and takes an outcome in two clicks. Logging one takes the account off the list.
4. 04A short morning briefing at the top says what changed since yesterday and who to call first, from the same numbers as the list.

Who uses it

Reps

Their own accounts, ranked, with the opener and one click to log what happened.

Sales managers

Every rep's list and coverage by rep, so nothing flagged sits unassigned.

Owners

Revenue at stake, what came back after contact, and any product line several accounts have left together.

In the help center

• The morning briefing A short note at the top of the full list (See all on Home): what changed, who to call first, and what is due.
• Follow-ups and tasks Set a dated follow-up on an account so it comes back to you on Today.

Every feature is on every plan. See pricing.

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