Due Today
Action items scheduled for today
Overdue
Past-due action items
Due Tomorrow
Action items scheduled for tomorrow
Due This Week
Action items for the current week
Due This Month
All action items for the current month
🎯 Hot Targets
Records marked as hot with estimated close dates
Sales by FDH
Closed accounts grouped and ranked by FDH
Active Quotes
Records with Quote Status = Active Quote
Sales Closed This Month
Records with a close date this month
📊 Sales Forecast
Weekly forecast entry — due each Friday
Recently Modified
Records changed in the last X days
Salesforce Update Needed
Records modified since last SF sync
How sync works: Push downloads a backup file. Open the app on your other device (Edge, mobile, personal account) and use Pull to load it. For small datasets, use Share Code to copy/paste instead.
Download all records as a CSV file you can open in Excel.
Choose how imported records are merged with existing data:
No lists yet. Filter records and save a selection, or use the Nearby FDH feature.