Touch accounting
What counts toward capacity
Phone calls always count. Choose whether email and LinkedIn also use a daily spot.
Salesperson capacity
Individual workload limits
Every salesperson has a separate daily limit and auto-balance choice for each week. Lower-score companies move first when that person's overflow balancing is on.
Protected calendar
Off Days
Sequences skip these dates just like weekends. Rules repeat every year and can cover one day or a date range.
No off days have been added.