The morning briefing
A short note at the top of the full list (See all on Home): what changed, who to call first, and what is due.
Allo writes the briefing from the same numbers as the list below it: accounts whose level changed since yesterday, the top three to work and why, follow-ups due, and any product line several accounts have dropped together.
Every account and number in it links to where it came from. It never adds a figure the list does not have.
- Where
- At the top of the full list, which See all on Home opens. It can be dismissed for the day.
- Who
- Owners, managers, branch managers and reps, about their own accounts.