Workplan
Pinned projects and reminders
Add items
Removed sections appear here. Add them back to show them on your Workplan.
No removed items — drag sections above to reorder, or remove one to stash it here.
Duplicate leads
Compare matching contacts side by side, edit details, and choose how to resolve each duplicate.
Pending review
0| Import | Matches | |
|---|---|---|
| No duplicates to review. | ||
Compare contacts
Select a duplicate
Choose a row on the left to view both contacts side by side and resolve the match.
Leads
Pipeline leads waiting to be added to the Contact list
| Name | Phone | Assigned to | |
|---|---|---|---|
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Import leads
Contact list
Clients, companies, and employees
| Name | Phone | Company | |
|---|---|---|---|
| No clients yet — tap + to import or add one. | |||
| Company | Industry | Rating | People | Projects |
|---|---|---|---|---|
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Workspace employees
| Name | Role | Status | Company | Delete | |
|---|---|---|---|---|---|
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Add new employees from the Team page.
Marketing
Internet ads — track clicks and impressions from Google, Meta, TikTok, and more
Counts auto-refresh while this page is open. Use the click link as your ad destination and the impression URL as a tracking pixel.
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Projects & work orders
Active and completed work
Messages
Text conversations and outbound email
Your linked channels
Connect email and phone to receive messages and send confirmations.
Amazon SES
Sent emails
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Calendar
Follow-ups, appointments, and projects
Team
Employees with CRM access and field staff for lead assignment
Employees with access
| Name | Role | Status | Company | Delete | |
|---|---|---|---|---|---|
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Field staff roster
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