Home

Home is the page you land on when you open Operelio. It greets you by name and opens on the Overview tab: what your trails did this week, what needs you, and where you left off. The tabs at the top switch to Tasks (everyone's tasks on one board), Activity (every upload, job, trail run and CRM push, with filters), Analytics (your leads by source and rep, speed to lead, and how your runs and tools turned out) and Templates and mappings (your saved mappings, custom CRM templates, the built-in templates and workflows). Agency admins also get a Clients tab, and while you are setting up there is a Get started tab.

You open a tool from the Tools menu in the left rail or from Your most used tools on Home. The top row has search (Cmd K on a Mac, Ctrl K on Windows), your tasks, notifications, Upload a file (not on tool pages) and your account menu, plus a workspace switcher if you belong to more than one workspace outside an Agency account.

Get started lists the steps for your plan in three levels: Basics, Integrate and Scale. Each step is checked off on its own once you have done it, and has a button that does it and a How it works link to the guide for it. A level your plan doesn't include shows its steps and the plan that has them.

For your first day it is the first tab, and opening Operelio lands on it once each browser session. After that it moves to the end, after the other tabs, and Home opens on Overview. It goes away once every step for your plan is done. Invited members and client workspaces don't see it.

To turn it off, click Turn off Get started at the top of the tab. To turn it back on, open Settings, then General, and switch on Get started tab.

The calendar shows every trail run this week, one row per trail, by day. Each run is a chip that says how it went: how many rows it sent to your CRM, held for review, stopped, failed, or still running. A dashed chip shows a run that is due later today. Click a chip to open the run. A held run's chip opens a box where you can review the run or discard it.

Runs that need you take the first places on a busy day. Turn on Weekends to add Saturday and Sunday. Open Trails takes you to the full list. If no trail ran this week, the calendar says so. On Free you can build and test a trail, and switching one on comes with Starter.

Under the calendar, This week so far counts what went into your CRMs, the rows processed, the duplicates removed and the bad emails caught. Each figure has last week's number next to it and bars for the last 8 weeks.

Needs you lists what is waiting on a person, most pressing first: a trail run held for review, single leads waiting for your yes or no or held for a reason, a run that stopped, a run or job that failed in the last 7 days, a CRM connection to reconnect, and a trail that stopped. Each row has one button that takes you to the fix. It shows 5 rows, with links to the rest, and says Nothing needs you when that is true.

Your tasks on the Overview tab lists your open tasks, soonest due first. Each row shows the task and, when it has one, the file it is about. Open board takes you to the Tasks tab.

The Tasks tab is everyone's tasks on one board, in three columns: To do, In progress and Done. Drag a card to move it along, or use its menu. Show everyone's tasks, only yours, or the ones you gave out, and filter by due date. On Agency, an admin looking from the account also sees the tasks of each client workspace they belong to.

A task is a title, with a due date, notes, an assignee and a file if you want them. Anyone in the workspace can make one. When a teammate gives you a task, you get a notification by the bell in the top bar, and on Pro and Agency an email too (switch it off under Task assigned to me in Settings, Notifications). When a teammate finishes a task you set, you get a notification by the bell. There are no reminders by email when a task is due. Tasks are on Starter, Pro, and Agency.

This card shows the 4 newest files in your workspace, with the tool that made each one, its row count and when. Open takes you straight back to it, and All files opens your library. Files come with Starter and up.

Next to it, Your most used tools lists the tools you ran most in the last 30 days, so the next job is one click away.

At the foot of the page, Usage this cycle shows your jobs, verify credits and Bridgeant messages used so far against your plan, and the date they refresh. Admins get a link to Billing. Everyone else gets a link to Plan and usage, and in a client workspace the link is Usage.

Every part of Overview and the plan it is on: