Account Activity - Your Kanban-style board showing customers and prospects by stage.

To Do - Where you plan and manage upcoming actions and follow-ups.

Team Activity - A running log of visits, calls, and completed actions.

Expense Tracking - Where you submit and manage sales-related expenses.

This defaults to "This Month," but you can use the date filter to change it and see any other time range. Any Order that has the Status = Accepted (or Scheduled for Delivery, or Completed) is included in this total.

Walking down the street and you see a new bar or restaurant that you want to remember to call on, this is the place. It doesn't require anything more than a name, but then you can create to-dos and assign yourself a team activity.

Each Target or Customer has a card that showcases everything happening, including To Dos, Team Activity, Quotes, Orders, and Order History, in one place.

The best part, there's no dragging and dropping cards around. They move based on actual business activity so you don't have to "manage the pipeline" each Customer Card is exactly where it belongs automatically.