My work

The list at the top names the proposals that need you: an approval to decide, a proposal about to expire, a draft that has not moved for a while, a decision that came back. Each row opens the proposal.

Your open follow-ups from the activities you logged or were handed, the earliest first, with Done to close one. An overdue follow-up is marked.

Mine shows your own opportunities; Everything I can see the whole scope of your roles. Open pipeline, win rate and value won over the last 90 days, the pipeline by stage, the proposals by status, and issued and won value over six months. Click a tile to open the list behind it.

The bell holds the notices sent to you: a proposal expiring, a template retired, a catalogue price changed on one of your drafts, new pricing rules, a follow-up handed to you, an approval decided. A notice opens what it is about.