Good morning, David.
Today's Tasks
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Pipeline
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Open Follow-Ups
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Contacts
New Contacts
Review contacts from Google sync — approve to add to CRM, reject to block
Leads Pipeline
Track prospects from first contact to close — 0 leads
Pipeline
Track clients through the sales pipeline — drag cards to move between stages
Back
Back
People
+ Add Person
Add person
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Notes Timeline
Client Info
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Credentials
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Add credential
Documents
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Tasks
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0
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0
Upcoming (7 days)
0
No Due Date0
Personal Inbox
Personal tasks + unassigned contacts — assign to Client, Lead, or delete
Cleanup
Companies that look like people — pick a parent and reclassify, or keep as a company.
Server Log
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Settings
Account
Integrations
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Account Settings
doralevich
Super Admin
David Oralevich
v5.1