The Sales Workspace is built for a team, not a lone caller — and the moment two people share a pipeline, the hardest question stops being “who do I call?” and becomes “who’s doing what?” Assigned To Me is the answer: a private, per-rep worklist that collects everything a manager or admin has handed to that person. A rep signs in and — before touching a single filter, list, or map — sees exactly what is theirs to do today.
Think about what this replaces. On most small teams “who has what” lives in a shared spreadsheet nobody keeps current, a group chat full of “did anyone call The Copper Fig yet?”, and a fan of sticky notes on a monitor. For a two-person shop that limps along for a week; for a growing team it is precisely how a lead gets called twice, a booked meeting gets missed, and a promising list quietly goes cold. Assigned To Me replaces all of it with one screen the rep actually opens — because it is the first thing in their sidebar, under their own name, every time they sign in.
Managers assign; reps execute; nothing falls through the cracks. Every category carries a live count, so a rep’s workload is visible from anywhere in the app and they never have to go hunting for their to-do list. This guide walks the whole section — the personalized sidebar, then each of the four categories — and how work lands here in the first place.
It starts under your own name. Tasks → Assigned To Me expands to four live categories — Appointments, Leads, Restaurant Call List, and Call Sheet — and each carries a count badge that ticks up as work is assigned and down as it’s cleared. It is both the first thing a rep sees and the last word on their day: three appointments, four leads, two lists. One click on any category jumps straight to it.
Those little numbers do real work. For a rep, the badge is a finish line — work the list to zero. For a manager, it’s a lever: assign something and it appears on the right person’s screen instantly, with their name on it and the count visibly rising. Nobody has to ask “did you get my message?” — the workload is on the screen, in the nav, on every page.
Each row is a booked meeting handed to you, laid out so you can walk in prepared: the restaurant, the date and time, whether it’s in-person or a phone call, who to ask for by name, and the address to drive to — plus the manager who put it on your calendar. Open → jumps to that lead’s Call Sheet with the full briefing attached, so there’s no re-typing an address into a maps app and no hunting for the owner’s name five minutes before the meeting.
This is where a booked meeting becomes a kept meeting. A rep’s week of appointments lives in the app, already prepped — the single most valuable thing a salesperson owns, and the easiest thing to fumble when it’s scattered across a calendar, an inbox, and a memory.
Not a whole county — a curated handful. Each row shows the restaurant, whether it’s independent or multi-unit, its type and city, and a phone number, with the assigning manager’s name attached. Open → loads the full Call Sheet for that prospect.
This is how a manager points a rep at the right accounts without dumping the entire list on them: the new opening across town, the multi-unit group worth a senior rep’s time, the three “call these today” names from this morning’s stand-up. Direction, not noise — the rep opens the app and knows precisely who to dial first.
Sometimes the unit of work isn’t a lead — it’s an entire list. Each row shows the list’s name, its territory and size, and how far along it is — “186 leads · 42 worked · 6 appts” — so a rep can pick up a campaign already in motion and know exactly where it stands. Open → drops them into the Restaurant Call List filtered to that set, ready to work straight down.
This is how a territory or a themed push — downtown independents, westside bars & nightlife — gets owned by one person end to end, with the progress numbers keeping everyone honest about what’s left. Assign the list once; the rep runs it to the finish.
When a single lead needs a specific rep’s attention — a callback that was promised, a relationship worth continuing — it lands here as one clean, named task. Open → is the full single-lead workspace: details, notes, appointment, and callback, all on one screen.
It’s the shortest path from “someone needs to call them back” to the call actually happening. Nothing to search for, nothing to reconstruct — the lead, its history, and the next action are already in front of the rep the moment they open it.
Assignments flow in from exactly where the work already lives. A manager assigns a lead or a call sheet straight from the Restaurant Call List or the Call Sheet, and a whole list from the admin console — and each one lands on the chosen rep’s Assigned To Me with the manager’s name on it and the category badge ticking up. There is no separate “assignment tool” to learn; you hand off work from the screen you’re already on.
When a rep finishes, Dismiss clears the task (appointments are managed from the Call Sheet itself, so they update as a meeting is kept or rescheduled rather than being dismissed by hand). The result is a list that is always current: what’s on it is what’s left to do.
For a two-person shop it means you never double-call a bar or drop a lead between you; for a growing team it means a manager hands out the day and then watches it get done — every rep opening the app to a clear, personal, prioritized list. That is the whole difference between a pile of leads and a team that works them.
Work-in-progress feature guide — screens are faithful mock-ups with made-up restaurants and reps (no client data). How the underlying data is gathered and kept current is Edgebrook’s proprietary process, intentionally not detailed here.