Pipeline and Weekly Recap Email
Read the weekly recap email and use the Leads pipeline view to forecast.
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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