Daily Action Center
Your live work queues across Sales, Operations, Finance, and CRM
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Workspace
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Quick start
Open the workspace you need
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New requestStart a client freight request
Master dataFind every visible agent and client
CRM & clientsReview and update your client portfolio
Agent registration formRegister a new agent
Client registration formRegister a new client
Client assignmentAssign unowned clients and handle offboarding
User accessManage staff accounts, roles, and sessions
Organization & officesCreate offices and manage per-office staff access
Knowledge CenterSearch approved instructions and working procedures
Operations queueContinue booked shipment work
Payment allocationReview finance tasks and allocations
CollectionsDeals, payments and follow-up
Live Activity Feed
What changed across your workspace recently
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