Getting started · Today

Today screen

The Today tab is botn’s home. Start your day here and you’ll know exactly what to do first.

Preview · Today — action-first home

Hi Jihoon

7
Today
2
Overdue
128
Contacts
Do this first
OverdueDavid Kim · Hanbit Motors
Call to confirm the quote

Overdue (Jun 7). It cools further if it slips again.

DoneOpen
Up next
Sujin Lee · Woojin Ins.
Send proposal after the call

Action due today.

DoneOpen
TodayContactsActionsPipelineMore

When you open the app, the first screen you see is Today. It isn’t an inbox that piles up information — it distills 'who needs what, right now' and lists it from the top down. Run through this screen top to bottom each morning and your sales day is mapped out.

The header at the top

The three summary numbers

Three cards right under the header show today’s state at a glance.

‘To do today’ counts all open actions, not just those due today. They’re sorted by earliest due date, and overdue items float to the very top.

Quick-entry buttons (mobile)

On a phone, two blue horizontal buttons appear below the summary numbers.

Connection banners

If your contacts aren’t connected yet — or the connection was lost — a banner appears below the summary.

The action list — two sections

On each card, tapping Done removes it from the list, and tapping Open contact takes you to that contact’s card. The left color bar shows urgency — red = overdue, blue = today.

How to use it

  1. In the morning, open the app and check the ‘Overdue follow-ups’ number first. A red number means there’s something to handle before anything else.
  2. Handle the ‘Do this first’ card. After the real action — a call, a text — tap Done.
  3. Work down the ‘Then do these’ list, clearing items in order.
  4. If you need more context, tap Open contact to jump to the contact card and review notes, deals and past history.

When the list is empty

When there’s nothing to handle, you’ll see ‘Nothing for today.’ If you have no contacts yet, an onboarding card appears instead to help you get started. Either way, it’s a good moment to plan your next move.

If your list is clear, send a campaign to create fresh responses. Responding customers and follow-ups will gather back on this screen.

Practical tips

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