Pipeline

Every lead by stage. Change a lead's stage on the Leads tab.

Add a client

Clients

Add a task

Cold-call list

Import a spreadsheet of businesses to call — Excel (.xlsx), Google Sheets (.ods / .csv), .tsv or .csv. Columns we read: company, phone, email, location, website.

Overview

Roles

Create roles like Closer, Setter, Media Buyer or Ops. Assign them to people below, then use them to control who sees each channel and which onboarding track they get.

Tab access

Choose which tabs each role can see. Admins always see everything. People with no role only see Onboarding. This is locked at the database level too — hidden tabs' data can't be reached, not just hidden.

Team members

Set each person's display name, access level (admin can manage everything; staff can view & chat), and their role.

Team onboarding progress

How far each person is through their track. (Admins only.)