Pipeline and Weekly Recap Email
Read the weekly recap email and use the Leads pipeline view to forecast.
·1 min read
Pipeline and the Weekly Recap Email
Every Monday, Next Day Sales sends a recap email to each workspace member summarizing the week across your sites.
What's in the recap
- Leads captured by the Answer Engine, with week-over-week change
- Top questions visitors asked the Rep
- Top pages that triggered captures
- Content Studio activity — drafts started, polished, and published
- Insights deltas — new opportunities flagged by the AEO/SEO/CRO audit
The Leads pipeline view
Inside any site, switch the Leads inbox to Pipeline view to see counts by status: New → Contacted → Qualified → Won / Lost. Drag leads between stages to update status quickly.
Tuning what you receive
Settings → Notifications lets each workspace member opt in/out of:
- Weekly recap
- Per-lead email notifications
- Product tips and onboarding
The recap respects the same opt-in toggle as product emails.
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