START HERE / 5 MIN READ
Use Today to choose your next action
Read priorities without confusing recorded facts with predictions.
Plan: Free / Starter4 clear steps
Follow the steps
01
Open Today
Select Today from the app navigation. The Free view is simpler; Starter and higher show a fuller pulse for the active workspace.
02
Review due work
Start with assigned tasks and due dates. Open the underlying record before deciding what to do.
03
Check the related customer
Follow a linked person, company or opportunity to read its saved notes and activity.
04
Close the loop
Update the task or create a follow-up so the next owner and date are explicit.
BEFORE YOU MOVE ON
Check the result
A completed item changes status and the remaining work still has an owner and due date.
Worth knowing
Today can only summarize activity recorded or connected to LeadBin; missing outside work is not inferred.