Using the To-Do List
The to-do list helps you understand health issues with your leads and opportunities, and then take action on cleaning them up.
From a single view you can identify which leads of your leads are falling behind their cadences, or which opportunities have data quality issues like no recent activity, or a close date set in the past.
As you identify issues and clean them up in Salesforce, use the to-do list to check off leads and opportunities that have had their issues fixed. When you check something off, it will be Marked Complete Until Next Sync.
Marking Complete Until Next Sync
When something has been marked complete, it will no longer have its health issues flagged as problems in the to-do list. It will stay marked complete until the next data sync occurs. You can find the next estimated data sync in the "Marked Complete Until Next Sync" tab.
After the next data sync, FunnelCake will have the latest information from Salesforce (which includes your cleaned up leads and opps!), and things that were checked off in the to-do list will be cleared. Any new health flags that appear will represent issues with the latest version of your Salesforce data.