Log in and immediately check the **Critical Alerts** section. Focus on 'Overdue Tasks' and 'New Opps (48h)' first.
Go to **My Leads**. Click on a lead to view details and use the 'Schedule Follow-up' button to log your calls/meetings.
Use the **Pipeline** view to drag leads into new stages as they progress (e.g., from 'Ringing' to 'Site Visit').
When you are actively working on a lead, it will be 'Locked' to you. This prevents other users from making conflicting updates while you are on a call.