Use your Today page

Today brings together suggested next steps for your relationships.

Review a suggested follow-up

Start with Follow up today. Read the reason for each suggestion, then open the account if you need more context before acting.

• Check which account the suggestion refers to.
• Read the reason and compare it with the latest conversation.
• Decide whether the suggested action is still needed or whether it has already been handled.

Prepare a message

For supported follow-ups, you can ask Cenara to prepare a draft. Review the draft and send it from your mailbox when you’re ready.

Make the next step clear. If you are asking the customer to confirm something, say what you need from them. Check any dates or commitments before using the draft.

Keep your list current

Once you’ve handled an item, mark it done. You can find it under Completed and reopen it if more work is needed.

Check how recent the information is

Check the “fresh as of” time near the top of the page to see when the information was last refreshed.

If a recommendation seems out of date, compare it with the original email, meeting, or CRM record. Check the relevant connection in Settings → Integrations if the newer information is missing.