My Day is the screen a salesperson should open first every morning. It shows three lists, deliberately in this order: what is overdue, who is waiting for a first reply, and what is due today. Working them top to bottom is the point — the order is the advice.
1. Overdue
Tasks with a due date in the past that are not marked complete. These come first because a commitment you already missed costs more than one you are about to make: the customer has already noticed.
If this list is permanently long, the problem is usually task hygiene rather than workload — tasks created and then completed in real life but never ticked off here. A list nobody trusts gets ignored, and then it stops working entirely.
2. Waiting for a first reply
Leads with no logged call, email or WhatsApp at all, oldest first. This is the most valuable list in the product and the one most likely to contain money.
A lead here has arrived, been assigned, and nobody has spoken to them. Every hour it sits there, the chance of a conversation drops — and unlike the overdue list, nobody is being reminded, because no task was ever created. That is exactly why it needs its own section rather than being buried in the leads list behind a filter.
Each row has call and WhatsApp buttons inline, so the shortest path from seeing the problem to fixing it is one tap.
"Contacted" means a logged activity, not an opened record. Viewing a lead does not clear it from this list, and it should not — reading someone's details is not contacting them. Log the call, and it disappears.
3. Due today
Tasks falling due today that are not yet complete. Last, because these are still on time. Working them before the two lists above means doing the comfortable work first, which is exactly the habit this screen exists to break.
What you see depends on your role
A salesperson sees only their own assigned leads and tasks. Someone with permission to manage users sees the whole company — on the reasoning that if you can manage the team, you are the person who needs to see the team's backlog.
That is a proxy rather than a dedicated permission, and worth knowing if your roles are set up unusually. If a manager is not seeing company-wide data here, check whether their role has users: read. See creating a custom role.
When the screen is empty
An empty My Day means no overdue tasks, no uncontacted leads and nothing due — which is genuinely good and should be rare on a busy day. If it is empty and you know leads are arriving, check that leads are actually being assigned: an unassigned lead has no owner, so it appears on nobody's My Day.
Response & Leakage counts unassigned leads explicitly, and it is the fastest way to confirm whether that is what is happening.
The habit this is designed to create
Open it before the leads list. The leads list is organised around data — every lead, filterable. My Day is organised around the next hour. Most people who complain that their CRM does not tell them what to do are looking at the first one.