Who needs your next action?

Small Business / 01 Keep enquiries in one place instead of remembering every conversation. UseCase Picks · Original illustration

One enquiry, one reference

Small Business / 02 Assign a permanent ID and record the request. A new request from the same customer gets a new ID. UseCase Picks · Original illustration

Choose an action and a date

Small Business / 03 Write something specific, such as sending a revised quote. Set when you will do or review it. UseCase Picks · Original illustration

Fix missing details first

Small Business / 04 An enquiry without a plan is not a healthy due list. Resolve setup issues before relying on the flags. UseCase Picks · Original illustration

Review what is due

Small Business / 05 Check overdue and due-today actions against the original conversation before contacting anyone. UseCase Picks · Original illustration

Update or close the enquiry

Small Business / 06 Set a new plan or close it. Respect a request to stop contact, even if an old date remains. UseCase Picks · Original illustration

A cue, not an automatic reminder

Small Business / 07 The tracker needs your review. It does not send messages or reminders for you. UseCase Picks · Original illustration Read the full guide