Command
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Needs Action
0
$0 at stake
Overdue
0
Due Soon
0
Stalled
0
Action queue
| Prospect | Owner | Follow up | Next step | Pipeline | Actions |
|---|
Work Desk
Total Pipeline
$0
Active Prospects
0
High Likelihood
0
Overdue Follow-ups
0
| Date | Prospect | Owners | Pipeline | Stage | Est. close | Close % | Contracts | Next touch | |
|---|---|---|---|---|---|---|---|---|---|
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Follow-ups
0 scheduled
Meeting Notes
AI notes from it-admin@ meetings — confirm the client, then post to the timeline.
Contract Sync
New & changed rows from the Contract status sheet — review, then apply to the book.
Calendar Sync
Meetings from your calendar, matched to a prospect — review, then log the touch.
Trash
Deleted leads — restore them, or delete forever (admins only).
| Lead | Owner | Deleted | Actions |
|---|
Analytics
Pipeline funnel, win rate, and per-owner performance.
Momentum
Per-owner accountability — is each book advancing, drifting, or stalled, and where is the value parked?
Meetings
Every meeting captured from it-admin@'s notes — decisions, next steps, and the clients it touched.
AUM Board
Drag a prospect between stages to update its status.Tap a prospect to open it and change its stage from the drawer.
0 open
Directory
0 prospects
| Name | Owners | Est. NW / AUM | Pipeline | Stage |
|---|---|---|---|---|
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Dossiers
$0 total pipeline