Enter the Main Dashboard PIN.
Cal's Digital MarketingManagement
YTD Total
$0.00
Real-Time Sync Enabled
Payments0
Clients0
Months0
Users0
Every add, edit, delete, or client update recalculates monthly totals, grand total, and client totals instantly.
Active Leads Quick View
Current open sales leads from the same synchronized Leads workspace.
0 Active Leads
| Business | Contact | Phone | Service | Platform | Quoted | Follow Up | Status | Actions |
|---|
Client Notes
Manage solid paper sheets using the existing pastel green, pastel yellow, or white color filters with black text.
0 Sheets
Client Leads & Follow Ups
Manage shared sales leads, quotes, reminders, attachments, invoices, and next steps in one synchronized workspace.
| Business | Contact | Phone | Service | Platform | Quoted | Follow Up | Status | Actions |
|---|
Contacts
Ready to import contacts.
0%
0Contacts
| Delete | Type Of Services | Business Name | Phone Number | Website | City | State |
|---|
Sales Manager Control
Choose exactly what the Sales Manager can see. A visible feature keeps its normal working functionality. These settings are saved into the same shared dashboard state so the access choices follow the dashboard on every synced computer.
Feature Buttons And Pages
Add ClientShow or hide the Add Client button.
Add PaymentShow or hide the Add Payment button.
Manage ClientsShow or hide the full Manage Clients workspace.
Create InvoiceShow or hide the Create Invoice button.
CalendarShow or hide the Calendar button and workspace.
NotesShow or hide the Notes page button.
LeadsShow or hide the Leads page. When visible, its working tools remain available.
Sales Lead Protection
Key Lock ProtectionRequire the 33442 key-lock PIN before a Sales Manager can edit, save, delete, complete, attach files to, or invoice an existing lead.
Hide Business NameHide lead business names on the Sales Manager dashboard until that lead is unlocked.
Hide Phone NumberHide lead phone numbers on the Sales Manager dashboard until that lead is unlocked.
Allow New LeadsAllow the Sales Manager to add a new lead. New entries can be completed once, then automatically return to protected mode after Save.
Dashboard Data Visibility
YTD TotalShow or hide the large year-to-date total card.
Payments NumberShow or hide the Payments count.
Clients NumberShow or hide the Clients count.
Months NumberShow or hide the Months count.
Client Payment DataShow or hide the month cards, client names, payment amounts, and monthly totals on the Sales Manager dashboard.
Active UsersShow or hide the active Users count and user list access.
Changes apply to the Sales Manager only. Main Dashboard access stays full and unchanged.
Unlock Protected Lead
Enter the key-lock PIN to temporarily unlock this lead for the Sales Manager.
Add Payment
Add Client
Manage Clients
Edit, invoice, or delete any client without using the removed totals sidebar.
Create Invoice
Sales Manager 1
Sales Manager 1 lead notes stay separate from Sales Manager 2.
0 Leads
Calendar Reminders
Calendar
Users
Shows dashboard users in real time and marks users offline when they leave or stop sending activity.