Dashboard
Pipeline by Stage
Lead Sources
Top Open Deals
| Deal | Company | Stage | Amount |
|---|
Upcoming Tasks
| Task | Due | Owner |
|---|
Leads
Sheet-driven pipeline with all source headers tracked directly.
| Company | Priority | Segment | Website | Contact URL | Toronto/GTA Presence | Likely Portfolio | Decision-Maker Roles | Angle / Hook | Notes | Sheet Status | CRM Status | Actions |
|---|
Deals
Manage opportunities through your pipeline.
| Deal | Company | Contact | Stage | Amount | Close | Actions |
|---|
Companies
Track accounts and account ownership.
| Name | Industry | Owner | Contacts | Open Deals | Won Revenue | Actions |
|---|
Contacts
Manage people and lifecycle stages.
| Name | Title | Company | Stage | Owner | Actions |
|---|
Tasks
Assign and track follow-ups.
| Task | Status | Priority | Due | Related | Owner | Actions |
|---|
Notes
Attach context to records.
| Time | Related | Author | Note | Actions |
|---|
Activity
Capture calls, emails, meetings, and updates.