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Your Today list, explained

Each morning Em picks who to reach, says why, and gets the message ready.

AgentsAssistants

Today is the first screen you see each morning. Think of it as Em leaning over and saying "here's who I'd reach today, and here's why."

Why someone shows up

Em watches for the moments that matter: a new lead nobody has called yet, a client who wrote back, a to-do that's due, an active client who's gone quiet, a birthday, or home anniversary, someone who keeps opening the links you sent. She always tells you the reason, in plain words, so you're never guessing.

What to do with each one

  • Call opens your phone, then asks how it went.
  • Draft email or Text has Em write something for you to change however you like. Nothing sends until you press Send.
  • Check it off when it's done another way.

Tell Em anything

The box at the top takes notes and questions. Type or talk "Met the Garcias, they want 4 beds in Alamo Heights" and Em files it. Ask "Who closed last year?" and she'll tell you. See Tell Em what happened.

Your daily goal

The strip under your list counts the people you reached today against your goal, and keeps your streak going on weekdays. Change the goal on Your profile.

Didn't answer it? Write to us and tell us what you were trying to do.