Start each day from a focused customer work queue for tasks, alerts, inbox items, and follow-up.

What this feature is for

• The Today view helps teams decide which customer work needs attention first.
• It brings together follow-up signals from customer records, inbox activity, tasks, and pipeline work.

When to use it

• You want a daily queue instead of checking each customer record manually.
• You need to see overdue tasks, reply opportunities, or customer alerts.
• A teammate needs a clean handoff list for customer follow-up.

Do it manually

1. Open Customers and choose the Today view.
2. Use filters to narrow the queue to tasks, alerts, route-only items, or all work.
3. Open the customer or record behind the work item.
4. Review the recent activity before taking action.
5. Complete, snooze, route, or create the next task from the item.

Ask Faster AI

Review today customer follow-up, group urgent items first, and draft the next action for each item without sending anything.

Review before saving or publishing

• Confirm customer context before replying or changing task status.
• Check whether an item belongs to another teammate before taking it.
• Keep private internal notes out of customer-facing replies.

Common mistakes and fixes

• If the queue feels noisy, filter by task-ready or alert-ready work.
• If an item looks stale, open the customer timeline before dismissing it.
• If work is missing, check task ownership, due dates, inbox sync, and customer matching.

Customer 360 overview

For how the daily customer view fits into a complete customer timeline, read the Customer 360 overview. Customer 360: Every Interaction on One Timeline.

Referral systems for local businesses

For how Today can surface referral-worthy follow-up moments from recent customer activity, read the referral strategy article. Referral Strategies for Local Businesses That Don't Feel Awkward.

Connected workflows

• Review Money activity for a customer
• Create a welcome journey
• Create a lead capture form

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of use the customer hub today view.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Understand Customer 360
• Create customer tasks and reminders
• Triage customer email threads

Use it in daily operations

• Before saving, confirm the customer, company, owner, lifecycle stage, and next action are correct for the business process.
• When AI helps with customer context, ask it to summarize the record and list assumptions so a teammate can review without exposing private details publicly.
• Use tasks, notes, saved views, or pipeline updates to turn customer context into an explicit follow-up instead of leaving it only in the timeline.

Team handoff

• Include the exact record, page, campaign, or setting name in the handoff so the next teammate can find the same workspace context quickly.
• Call out anything still unresolved, such as placeholder media, missing customer data, pending approval, or a follow-up task that needs an owner.
• If AI prepared the draft or checklist, ask it for a short summary of what changed and what still needs human review before the work is considered complete.