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Team workspace
Follow-up reminders
Shared team reminders · Overdue first · Dates use Central Time. Frozen prospects are excluded.
Prospects
Focus on one kind of lead at a time.
Frozen leads must not be contacted. Category counts include Frozen leads; the list hides them by default.
Marketing activities
Everyone can see all tasks. Your view is personalized.
Daily = routine outreach · Weekly = weekly targets and reviews · Monthly = periodic audits and planning · One-time = projects and dated actions. These labels organize work; they do not automatically create repeat tasks.
Google Reviews
Shared history of review request emails sent by your team.
Record an email after sending it. Each entry keeps its own sent date, including repeat requests.
Ideas & Suggestions
Share an idea, review it together, then plan, complete or archive it.
Team goals
Small, shared targets to build momentum.
Team totals · Central Time · Weeks run Sunday–Saturday. Lead goals count distinct leads with a logged outreach attempt during the period, using their current category. Repeat attempts to the same lead count once. Uncategorised leads remain visible in Prospects and can be assigned a category. Review goals count distinct recipients; reviews received count only team-confirmed dates. These goals do not create tasks or send messages.