Recommendations

Nobody opens a CRM wanting to hunt for what needs doing. Recommendations are Zero's answer: a carousel on Home of work it has already found — a follow-up that is due, a meeting to prepare for, a record that has gone stale — each card naming the work and the contact or company behind it.

Buttons above the carousel jump to a category and count what is in it: Follow-ups, Meetings, Customer issues, Churn risk, Reactivation, New opportunities, CRM upkeep and Other.

Step through the cards with the chevrons on either side, or the ← and → keys.

Focus mode

Clicking a card or Start Focus mode (⌘ + Enter) opens the middle card in a chat dedicated to it. The chat already has the recommendation as context, proposes what it would do, and shows how far through the queue you are — so the whole queue is one keyboard-driven pass rather than a series of page loads.

• ↑ and ↓ move to the previous or next recommendation.

• ⌘ + Enter approves anything still pending and marks the recommendation done. The button above the chat spells out what it will do — for example Send email & mark done, or just Mark done when there is nothing to approve.

• ⌘ + Del declines the recommendation. Snooze puts it off until tomorrow or a date you pick, and Assign hands it to a teammate.

• The category picker at the top switches which category you are working through.

The full queue lives on the Recommendations tab of the Tasks page.