My Settings · Rep Pipeline

Appearance Applies on this device

Choose whether the dashboard follows your device’s light or dark setting, or use one mode every time.

Use device setting Automatically follows your device’s current light or dark mode. Light Always use the light dashboard. Dark Always use the dark dashboard.

The same control sits in the top bar. Your choice is applied before the first paint, so the theme never flashes.

Monthly Deal Goals Drives the daily pace on the Dashboard and the Checklist Not set

Set your current-month production targets. The dashboard turns each monthly goal into the remaining pace needed across business days only.

Personal Deals you close yourself

Team Goal Deals from your direct reports

No goal was set at capture time, which is why the Daily Checklist shows a Production Goal Missing banner.

State Private labels on your own reps Enabled

Labels you can place on reps to track where they are in your own process (defaults: Onboarding, Prospecting, Active). Only you can see them — they are separate from the rep’s Status and never change a rep’s actual pipeline stage.

Enable State Adds a State column to your Prospecting and Onboarding grids. Turning it on for the first time adds the default states.

Your states

No states yet — add your first one below.

The capture had no Save button on this card — the switch and the Add control are the whole interaction surface, so changes take effect as you make them.

Keyboard New in this redesign 13 shortcuts

Anywhere

Search pages, reps and actions: ⌘K
Filter the table, or open search: /
This shortcut list: ?
Close the palette, a popover or the drawer: esc

Go to — press G, then

Dashboard: G D
Daily Checklist: G C
Transfers: G T
Rep Profile: G P
Organization: G O
Rankings: G R
My Settings: G S
Administration: G A
API reference: G I

Shortcuts are bound by the app shell, so they work on every page. ⌘K is Ctrl K on Windows; ? opens this card from anywhere, and so does the help button in the top bar.