Dashboard
Recent Leads
| Company | Contact | Vertical | Stage |
|---|
My Leads
Build your pipeline and track outreach.
| Company | Contact | Phone | Vertical | Stage | Last Contact |
|---|
My Meetings
Track every meeting and its qualification status.
| Company | Meeting Date | Campaign | Payout | Status | Notes |
|---|
Earnings
Your payout history and upcoming payments.
Payout History
| Period | Meetings | Total | Status |
|---|
Leaderboard
Qualified leads — all time.
Leaderboard
Qualified leads across all reps — all time.
Campaigns
Your active campaigns — click any card to open the full battle card.
Settings
Manage your account preferences.
Change Password
Admin Overview
Pending Review
| Rep | Company | Date |
|---|
Rep Activity
| Rep | Leads | Qualified |
|---|
Reps
Manage your agent team.
| Name | Status | Leads | Meetings | Earned MTD |
|---|
All Leads
Every lead across all reps.
| Company | Rep | Vertical | Stage | Last Contact |
|---|
Meetings Queue
Review and qualify meetings booked by your reps.
| Rep | Company | Meeting Date | Campaign | Payout | Rep Notes | Action |
|---|
Campaigns
Set payout rates per vertical.
| Campaign | Tag / Vertical | Meeting Bonus | Close / Flat Bonus | Portal Only | Status |
|---|
Payouts
Review what's owed and approve monthly payments.
| Rep | Period | Meetings | Amount | Status | Action |
|---|
Lead Pool
Unassigned leads ready to distribute to reps.
| Company | Address | Phone | Vertical | State |
|---|
Import Leads
Bulk upload a CSV and assign leads directly to a rep.
1 — Choose CSV File
📄
Click to select CSV or drag and drop
Columns: company_name, contact_name, phone, email, address, vertical, targeted_solution, notes
2 — Assign to Rep & Campaign