Clear the Needs-attention queue
The Needs attention card on Today lists “inquiries waiting on you to move them forward” - every item is a funnel row stuck on a human step. Work it top to bottom: the card already sorts by urgency, with expiring holds first inside each group.
The four item kinds, in the order they appear
Section titled “The four item kinds, in the order they appear”| Chip | What happened | What clears it |
|---|---|---|
| Verify payment | The inquiry is locked with a claimed payment, or the guest uploaded proof through the quote link | An Account Manager verifies the money and confirms the unit |
| Unit freed | A waitlisted inquiry’s unit just became available - a perishable chance | Open the inquiry, re-check availability, and quote it |
| Payment requested | You asked the guest for the advance; the ball is in their court | The guest’s proof arriving (nothing for you to press) |
| Needs a quote | A new inquiry has no quote yet | Quote the stay |
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Open Today and find the Needs attention card. Items with an active hold show a live “Hold expires …” countdown - those come first for a reason.
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Start with any Verify payment rows. Real money is sitting unconfirmed, and the two-hour hold on the unit is running out while it waits.
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Take Unit freed rows next. A freed unit can be sold to someone else at any moment; re-check availability and quote before it goes.
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Needs a quote rows are new business - build the quote and send the link.
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Payment requested rows need nothing from you yet. They are shown so you know the funnel is not stalled, not as an instruction.
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When the card says All clear, it means it: nothing in the funnel is waiting on you right now.