Tracking, nudges, and your week review

Tasks appear on their own Each touch turns into a task in your Action Centre on the day it is due, assigned to whoever owns the lead. Clear it there or tick it off inside the prospecting engine. Either way it stays in step.

Nudges when you slip If a touch sits overdue for two days you get a notification. It is not a telling off, it is a reminder that a lead which goes quiet for a week rarely comes back. Clear it, or mark it skipped so the cadence stays honest.

The numbers that matter The top of the Prospecting Engine page shows active prospecting engines, touches completed, due today, overdue, and won. Overdue is the one to watch. If it climbs, the process is drifting.

Your weekly review Run Prospecting Engine 09 Week Review Coach at the end of each week. Paste your touches by channel, replies, and conversations, and it tells you the one thing holding you back and three fixes for next week.

Automatic enrolment Leads tagged as merchant leads are enrolled into the prospecting engine automatically as they arrive, so a new batch starts working itself the day it lands.