Leads
Leads from all connected platforms and sources
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Lead registrations
Loading…| Full name | Phone | Company | Source | Products interested | Description | Status | Owner | Email sent | Created | Updated | Actions | |
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Total tasks
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Completed
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In progress
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Overdue
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My performance
Your weekly and monthly performance summaryLoading team performance…
Tasks
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| Task | Lead | Project | Category | Trip ID | Priority | Due | Scheduled | Planned time | Assignee | Status | Rating | Manager comment | Actions | |
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New
0In progress
0Pending review
0Completed
0Weekly performance review
Review task ratings and write weekly summaries for your team.
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Monthly performance review
Review task ratings and write monthly summaries for your team.
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Task categories
Define categories used when creating and filtering tasks. Lead follow-ups default to Sales.
| Name | Description | Tasks | Order | Status | Actions |
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Bulk upload tasks
Import many tasks from a CSV or Excel file. Each row becomes one task.
Required columns:
title, due_date (YYYY-MM-DD), and due_time (HH:MM, 24-hour).
Optional: description, category (slug or name),
assignee_email, assignee_team (use one, not both),
priority (high, medium, low), planned_for_date, project_name.
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| Row | Title | Due date | Due time | Assignee | Status |
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Projects
Deals and initiatives that group related tasks. Link a client (lead) when the project represents a specific opportunity.
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| Project | Client | Owner | Status | Tasks | Actions |
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Awaiting my action
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My drafts
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Finance queue
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Request for Approval
Submit and track budget, expense, and procurement approval requests.
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Categories
0Group requests by type — fuel, travel, procurement, and more.
Teams
0Synced from the Teams tab — each team’s managers and members can participate in approvals.
Approval workflows
0Define approval chains, amount ranges, and which roles can use each workflow.
| Request # | Title | Requester | Category | Amount | Priority | Status | Date | Actions |
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Lead pipeline
Filters
Total leads
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In pipeline
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Closed won
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Closed lost
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Status distribution
Pipeline stagesNo leads yet.
Leads by status
Sales pipelineStatus breakdown
| Status | Leads | Share |
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Product interest
Filters
Unique products
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Top product
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Product distribution
By product interestNo product data yet.
Leads by product
Mentions per productProduct breakdown
| Product | Leads | Share |
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Leads with multiple products are counted once per product.
Approval requests (RFA)
Filters
Pipeline by status
No requests in this period.
Spend by category
No category data yet.
Request register
Click a row to open full request details, attachments, and approval history.
| Request | Requester | Category | Team | Status | Current approver | Requested | Approved | Submitted | Files |
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Status breakdown
| Status | Requests | Share | Requested | Approved |
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By department / team
| Department | Requests | Share | Requested | Approved |
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Team performance
Team performance summary
Current week| Team member | Completed | Avg rating | Manager comment |
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Profile
Update how your name and photo appear in the admin app.
U
Password
Change your password here, or request a reset link by email.
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Card details
View public card ↗Update your digital business card. Anyone who scans your QR code will see these details.
Photo & QR code
Profile photo
![Your eCard photo]()
No photo uploaded yet.
QR code
![Your eCard QR code]()
Print or share this QR code. Scanning it opens your public card page.
Lead sources
API keys, public forms, and ingest documentation
| Name | Type | Status | Leads | Access | Actions |
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Connect messaging channels to CRM. After connecting, use the Social media links in the sidebar to open each inbox and reply to customers.
Inbound webhooks and outbound API connections for delivery and other services.
Logitrace delivery
Two-way trip sync with the rider delivery app. Configure inbound webhooks and outbound API.
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Riders from Logitrace
Select riders to track. Delivery tasks are only created for tracked riders.
| Track | Rider | Phone | Status | CRM user | Last sync |
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Integration API logs
Inbound webhooks and outbound API calls — success, warnings, and errors.
| Time | Provider | Level | Event | Message | Request | |
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Published & draft forms
Each published form gets a public URL. The default event form is served at your site root.
| Form | Type | Status | Public URL | Updated | Actions |
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Edit form
Build and arrange form fields.
Public page content
Hero, dates, and images shown on the live form page at your public URL.
Start date
to
End date
Opens
to
Closes
Hero banner
![Hero preview]()
Page background
![Background preview]()
Form fields
Questions appear in order on the published form.
No fields yet
Click a field below to show add options, or add your first question.
Solutions list
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Product catalog
Manage product names, images, and catalog metadata.
| Product name | Category | Image | Created at | Updated at | Created by | Updated by | Actions | |
|---|---|---|---|---|---|---|---|---|
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Edit template
—Internal CC address book for template copies. For customer marketing contacts, use Customer addresses in the sidebar.
All addresses
—| Name | Status | Actions | |
|---|---|---|---|
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Choose which internal emails you receive. Managers and admins can get assignment and closed-lead ticket emails.
Customer addresses
Marketing contact list for promotional emails and campaigns.
| Name | Company | Category | Phone | Status | Actions | |
|---|---|---|---|---|---|---|
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Customer categories
Define segments for your address book and promotional email targeting (e.g. flower farms, warehouse operators).
| Name | Slug | Description | Customers | Order | Status | Actions |
|---|---|---|---|---|---|---|
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Bulk upload customers
Download the sample CSV, fill in your customers, then upload. Required columns:
full_name and email. Optional:
company_name, customer_category
(flower, warehouse, logistics), phone, notes.
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| Row | Name | Company | Category | Status |
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Promotional emails
Send branded campaigns to your customer address book — filter by category, pick individuals, or upload a CSV.
User activity
Filters
Events in view
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Unique users
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Sign-ins
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Activity log
—| When | User | Event | Module | Target | IP |
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All users
View accounts, roles, teams, and sign-in status. Use actions to edit, reset passwords, or manage MFA.
| Name | Title | Role | Team | Status | 2FA | Last login | Actions | |
|---|---|---|---|---|---|---|---|---|
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Create user
Username is the user's email. Welcome email includes a view-once link to credentials; the user must set a new password on first sign-in.
All teams
View teams, member counts, and managers. Open a team to edit roster or settings.
| Name | Members | Managers | Status | Actions |
|---|---|---|---|---|
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Create team
Group users under a team and assign managers who can see and manage all leads owned by team members.
All roles
View access profiles, descriptions, and status. Use actions to view, edit, or deactivate roles.
| Role | Description | Access | Type | Status | Actions |
|---|---|---|---|---|---|
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Create role
Define a custom access profile. Pick which menus appear and what actions are allowed.
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Reporting Structure
Visualize and manage your organization's reporting hierarchy.
Presentation mode
Esc to exit · chart fills the screen
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