Closing the week records what was actioned and dismissed.
USERS
{{ u.initials }}
{{ u.name }}
{{ u.roleLabel }}
{{ u.leadCount }} leads · {{ u.dueCount }} due
Both users see all leads. Leaderboard resets each Monday. Passwords are set on each person's first login; changes sync to everyone within a few seconds.
WEEKLY TARGETS
DATA
{{ dl.id }} · {{ dl.region }} · {{ dl.source }}
{{ dl.company }}
{{ dl.contact }} · {{ dl.title }}
{{ dl.email }} · {{ dl.phone }}
STAGE
NEXT ACTION
QUICK LOG · CALL
TIMELINE · {{ noteCount }}
{{ n.typeLabel }}{{ n.when }} · {{ n.by }}
{{ n.text }}
CREATED {{ dl.createdLabel }} · UPDATED {{ dl.updatedLabel }}
Import CSV
Header row required. Recognised columns: company, contact, title, email, phone, vertical, city, source. Unknown verticals go to Other.