How-toCRM Mini
How do I work through my contacts in focus mode?
“Start stack” on Today (or the V key) shows one contact per card. After the conversation, press 1 for Done and use a second key to choose when you'll follow up. The next card comes right away; saving happens in the background.
- Open a call, email or WhatsApp directly from the card.
- Optionally write a note: “What happened?”
- 1 Done · 2 Follow-up (reschedule without contact) · 3 Waiting · 4 Won · 5 Lost.
- After 1 or 2: choose “When next?” with 1–7, from Today to No follow-up. Enter saves your choice.
- Made a mistake? “Undo” in the notice at the bottom restores the contact.
Next step
Start focusDid this solve your problem?
Your rating stays in this browser for now.
Not solved? Write to us.
Prepare an email to the Peak Atlas team. Your question and the articles you have already read are included. You confirm sending it in your email app.
