Home provides a personalized view of your meetings, deals, and tasks to help you stay organized and focused on the work that moves deals forward.

What’s new

The new Home page introduces several improvements over the prior version:

A workflow-based layout

Your day is organized into a clean three-tab flow:

Meetings: Prepare for upcoming calls and review meeting follow-ups
Deals: Focus on your highest-impact opportunities
Tasks: Stay on top of what needs action

A shift from tasks → deals

The old Home emphasized overdue tasks. The new Home centers your pipeline: highest-value deals, deals closing this month, and meeting follow-ups. Tasks remain visible, but they complement deal progress.

Integrated, contextual Clarify AI

Previously, tapping into the power of AI required navigating to a meeting or a deal record. Now, you can ask Rep (your personal sales agent) about meetings, deals, companies and people from Home (or any list or record page in Clarify).

Cleaner, more predictable daily summaries

A new header provides a quick overview of your day with simplified navigation between past and future dates.

What you'll see on Home

At the top of your Home page you'll see a time-based greeting that adjusts based on morning, afternoon, or evening that provides a high-level summary of your day:

Today: Shows number of meetings and your most important tasks
Past dates: Shows total meetings completed and tasks completed that day

Below, Home is organized into three main sections accessible via tabs:

Meetings: Your upcoming and recent meetings with AI generated insights
Deals: Your highest-value deals and all deals closing this month
Tasks: Your tasks due today and any overdue work

Each section highlights only the most pertinent information so you can take action quickly.

Meetings

For the current day you'll see your Next Meeting followed by all Upcoming meetings for the day, if any are scheduled. For past days you'll see summaries of all your completed meetings. And for days in the future you'll see Upcoming meetings. When available, your Next meeting will show an AI-generated Meeting briefing.

Meeting Follow Ups

Meetings completed earlier in the day are grouped under Meeting follow-ups.

For eack meeting that was recorded with Clarify you'll see:

AI-generated summary
Related tasks that still need attention
Ask button to ask Rep questions about the meeting
Deal logo, if linked to a deal
Meeting type
Attendees

A few things to note:

Summaries appear only once generated
Completed tasks are hidden
If all tasks are completed, you’ll see a confirmation message

No meetings?
Clarify informs you when no meetings are scheduled for the selected day.

Deals

The Deals tab highlights the opportunities that matter most this month. This includes deals you own that have high value or are approaching their close date.

Highest value this month

At the top:

Up to two highest-value deals closing this month
Deal cards with logos, value, and quick context
Ask button to question Rep about deal status, next steps, or insights

Closing this month

Below highest-value deals, you’ll find all deals closing this month, sorted by close date.

No deals?
A message appears when no deals are scheduled to close this month.

Tasks

The Tasks tab helps you manage your work efficiently by surfacing what needs attention today — without overwhelming you. If you have tasks due today, the tab displays a badge indicating the count.

Today

Tasks due today appear at the top. You can: