My Outcomes
Today's Activity
My Pipeline by Stage
My Tasks
- All caught up
My Leads by Source
Fresh Leads to Claim
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- Pool is empty.
My Upcoming Appointments
- No upcoming appointments.
Team Pipeline by Stage
Funded Deals by Rep
Team Leads by Source
Funded & Calls Today by Rep
Conversion Rate by Rep
Rep Leaderboard
| Rep | Owned | Calls Today | Funded | Conversion | Funded Value |
|---|---|---|---|---|---|
Leads by Source
Leads by Stage
Pipeline by Stage
Integration Health
Users & Roles
Recent System Activity
Funded Value by Source
Revenue mix across lead sources
Marketing Spend vs Funded Value
Where the money works hardest
Funded Value by Rep
Revenue contribution by rep
Lead-Source ROI
| Source | Leads | Funded | Spend | Funded Value | Cost / Funded |
|---|---|---|---|---|---|
| Name | Contact | Source / Vendor | Received | State | Local Time | Est. Value | Action | |
|---|---|---|---|---|---|---|---|---|
| No unassigned leads match your filters. Try Simulate incoming lead under Lead Vendors. | ||||||||
| Name | Owner | Source | Stage | Status | Value | Credit | |
|---|---|---|---|---|---|---|---|
| No leads yet. Claim some from the Open Pool. | |||||||
Manage lead vendors & sources. Click API to connect a landing page (server-to-server), or Simulate incoming lead to test the inbound webhook.
Landing-page traffic & conversions from Google Analytics. Simulated data - connect Google Analytics in Integrations for live numbers.
Sessions - last 14 days
By landing page
| Page | Source | Sessions | Users | Conv. | CVR | Bounce | Avg. Time |
|---|---|---|---|---|---|---|---|
CRM API Keys
Keys external systems (Zapier, landing pages, your website) use to call the CRM API. Owner/Admin only.
| Label | Key | Scopes | Last used | Status | Actions |
|---|---|---|---|---|---|
|
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| No API keys yet. | |||||
Store & manage credentials for external backends. Prototype only - in production, keys are encrypted server-side and never exposed to the browser.
Powers the dialer, inbound calls (screen-pop) AND SMS. Uses RingCentral RingOut / WebPhone / SMS API + telephony & inbound-SMS webhooks. Store secrets server-side in production.
Follow-ups & activities across your leads.
Every contact's latest touch across SMS, email and calls - . Open a thread to see where the last agent left off.
Notes
- No notes yet.
Conversation
SMS + email + calls, shared - any agent sees the full history
Activity
- No activity logged.
Log a call
Credit
Tasks & appointments
Calls via - outbound & inbound. Click a number to call back.
| Dir | Contact | Number | Disposition | Duration | Rep | Provider | When | Action |
|---|---|---|---|---|---|---|---|---|
| Unknown | ||||||||
| No calls logged yet. Open the dialer to make your first call. | ||||||||
Owned Leads assign / reassign
| Lead | Stage | Value | Owner |
|---|---|---|---|
Rep Scorecards
Pull a professional, print-ready report for any rep - built for hand-off to management.
Lead-Source Funnel (Leads Claimed Funded)
Conversion by Rep
Pipeline Value by Stage
Lead-Source ROI
| Source | Leads | Claimed | Funded | Spend | Cost / Funded | Funded Value |
|---|---|---|---|---|---|---|
Production Summary
Call Activity
| Total calls | |
| Outbound / Inbound | |
| Connected | |
| Talk time | |
| Avg. call length | |
| Today: outbound / inbound |
Follow-Up Game
| Tasks completed | |
| Completion rate | |
| Open follow-ups | |
| Overdue | |
| Appointments booked | |
| Upcoming appointments |
Communications
| Emails sent | |
| SMS sent | |
| SMS received | |
| Break used today |
Pipeline by Stage
Company Profile
Pipeline Stages
Users
Danger Zone
Reset all data back to the seeded demo state. This cannot be undone.