CRM

Today's Team Activity

Name	Role	Status	Last Login	Last Logout	Sessions Today

My Call Queue — call these now

Name	Phone	Stage	Followup

Leads

Stage

Followup from

Followup to

Search (name/phone/feedback)

Employee

	Name	Phone	City	State	Stage	Assigned	Followup	Feedback

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Upload Leads (CSV)

CSV header row must include Name,Phone (Email, Source, City, State optional — any other column is captured automatically as a custom field).

Distribute equally to ALL active employees

Or pick specific employees to distribute equally among

CSV file

Add single lead (assign to team member)

Name

Phone

City

State

Assign to

Call Login / Logout Logs

From

To

Sessions summary

Employee	Sessions (logins)	Total minutes	Now

Raw log

Employee	Date	Login	Logout	Duration (min)

Employees

Name	Role	Manager	Active

Add Employee

Name

Email

Password

Role

Reports to (manager)

New employees must change their password on first login.

Lead Funnel

Source Performance

Source	Total	Converted	Conversion %

Counsellor Leaderboard

Employee	Assigned	Contacted	Converted	Conversion %

Stale Leads (New, untouched 3+ days)

Name	Phone	Days Old

Overdue Followups

Name	Phone	Followup Was Due	Days Overdue

Leads by City

City	Leads

Leads by State

State	Leads

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CRM