My Week

A personal home for account managers — the customers you manage, your upcoming meetings, and the accounts that need your attention, all on one page.

My Week is your personal view of Salfio, reached from the sidebar. Where the customer list answers "how is the whole portfolio doing?", My Week answers "what do I need to do this week?" — it only ever shows customers you manage and meetings you attend.

The page has four sections:

• My upcoming meetings — your meetings for the next 7 days, drawn from your connected meeting calendar. Each meeting shows its time, its title, and — when Salfio has matched the meeting to one of your customers via the same activity-assignment criteria that route conversations — a link straight to that customer's page. Meetings with a video link get a one-click Join.
• Needs attention on my accounts — read-only badges for customers of yours whose cards currently flag something worth acting on: a Churn risk badge when the Risks & Frictions card has concrete concerns, and an Upsell badge when an upsell-focused card spots an opening. Click through to the customer to see the full picture.
• Open items on my clients — commitments tracked from your meetings will appear here so nothing gets dropped. This section fills in as meeting follow-up tracking rolls out.
• My clients — the customers where you are an account manager, most recently contacted first, with the same snapshot columns you know from the customer list.

My Week is scoped by account manager assignment: a customer appears on your page when you are listed among its account managers (set on the customer's settings page). A customer with three account managers appears on all three people's My Week pages. If your page is empty, you simply haven't been assigned to any customer yet — ask an admin, or add yourself from the customer's settings.

The meetings section relies on your connected calendar — the Salfio notetaker's calendar sync, or the standalone connection in Settings → Account → Calendar. The same meeting on two colleagues' calendars is shown once, and cancelled meetings disappear automatically.