Follow up

Everyone you said you'd get back to, by date. Set a next step on any lead and it shows up here on that day. Overdue is red.

Pipeline

Every lead you're working, by stage. Move a lead by opening it and tapping its stage. Dollar figures are what you entered on each deal.

All leads

Field log

Every real conversation, in one line: who, what they said, what they'd pay, what's next. If the name matches a lead, it is added to that lead's history.