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How do I use CRM Today's Plan?
For office teams · Updated July 7, 2026
Use this when you do sales or referral outreach and want the day planned for you.
What it shows
Today's Plan appears in CRM for people with sales activity access. It builds daily Visit, Call, Email, and Text lists toward your daily goals, plus New Prospects suggestions, and shows why each contact was picked.
How to work it
- Open CRM and start on Today's Plan.
- Use the Call or Email shortcut on a card to reach out.
- Choose Log activity and record the outcome, plus the direction for calls.
- Set the next follow-up date, or skip it for quick touches.
- If a contact should not be worked today, choose Skip and pick a reason such as Not Available, Recently Contacted, or Out of Territory.
Skips and cooldowns
Skipped contacts leave the plan and rest for a cooldown before they can be suggested again. Repeated skips are counted on the card.
Manager views
Managers with sales team access can switch the plan between Mine, By Person, Unassigned, Inactive Owners, and All to review anyone's plan.
Best practice
Log every touch with its outcome and follow-up. Logged activity counts toward your daily goals and keeps relationship history useful for reporting.