New Feature: Custom Fields
You can now create custom fields for leads and projects. Check out the settings page!
Welcome back, John
Here's what's happening today
Today's Appointments
10:00
AM
Sales Consultation
sales-consultation
John Doe
123 Main St, Anytown, USA
1:30
PM
Measure
measure
Jane Smith
456 Oak Ave, Somewhere, USA
3:00
PM
Installation
installation
Robert Johnson
789 Pine St, Elsewhere, USA
Leads and Projects
Flooring Project
project
Michael Brown
David Miller Uploaded proposal document Aug 12, 2:49 PM
$7,500
proposal
Roof Repair
lead
Emily Davis
John Doe Sent follow-up email with information Aug 12, 2:19 PM
$4,500
qualification
Kitchen Renovation
project
John Doe
John Doe Added notes from client meeting Aug 12, 1:19 PM
$15,000
proposal
Bathroom Remodel
lead
Jane Smith
Alice Kim Status changed to Follow-up Required Aug 12, 10:19 AM
$8,500
follow-up-required
Deck Installation
project
Robert Johnson
Bob Lee Scheduled consultation for next week Aug 12, 3:19 AM
$12,000
sales-consultation
Window Replacement
lead
Sarah Williams
Carol White Lead created from website inquiry Aug 11, 3:19 PM
$9,800
new
Support
Search our knowledge base or create a support ticket
12
My Open Leads
8
My Open Projects
Project Status
Distribution of projects by status
$235,000
Total Value
Sales Consultation
Proposal
Fulfillment
Service
Complete
Tasks
Follow up with John Doe
Due Aug 11 (1 days overdue)
high
Order materials for Johnson project
Due Aug 10 (2 days overdue)
high