Enter the Main Dashboard PIN.
Cal's Digital Marketing Management
Sales Manager Live Activity
Live status and click activity from the Sales Manager dashboard, organized by date.
Active Leads Quick View
Current open sales leads from the same synchronized Leads workspace.
| 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.
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 |
|---|
| Delete | Move | 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.
Main Dashboard Access
Enter the Main Dashboard PIN to open Main Dashboard access controls.
Main Dashboard Control
Choose which Main Dashboard totals and client controls are enabled or hidden. These visibility settings do not delete, reset, or change any client, payment, lead, contact, or dashboard data.
Unlock Protected Lead
Enter the key-lock PIN to temporarily unlock this lead for the Sales Manager.