Private owner buildCRM and service metrics use the live API. Prospecting, outreach, scheduling, quotes, workflows, and payments remain sandbox demonstrations.

Dashboard

Saturday, August 29

Good morning, Frank

Here is what needs your attention across the business.

Companies…Live CRM records

Contacts…Live CRM records

Open opportunities…Live pipeline records

Active services…Live service catalog

AppointmentsNot connectedPhase 2

QuotesNot connectedPhase 3

PaymentsSandboxPhase 5

WorkflowsRegistry onlyPhase 7

Campaign performance

1007550250

Sample outreach Sample replies Demonstration data

Sample appointment layout

10:30 AM

Discovery callHarbor & Pine Roofing

Confirmed

1:00 PM

Website reviewBlue Current HVAC

Confirmed

3:30 PM

Automation assessmentNorthstar Plumbing

Pending

Pipeline overview

Qualified

Preview ready

Contacted

Interested

Proposal sent

Recent CRM activity

No activity recorded yet