Today
Call Backs
New Appointments
Warm Pipeline
Closed
All closed deals, most recent first
Stats
Team performance analytics
Best Single Day (Last 30 Days)
Best Day of Week (All Time Avg)
Charts & Trends
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Manager View
Select a rep
Choose a rep above to view their pipeline.
Outbound Dialer
Log Sentiment
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Lead Library
Quarantine
Leads marked Bad Number or DNC. Review, fix, and restore or permanently delete.
Calendar
Settings
My Profile
Profile Picture
Shown in the topbar. Saves automatically when selected.
Display Name
Google Calendar Embed
To get your embed URL: Open Google Calendar → Settings (gear icon) → select your calendar under "Settings for my calendars" → scroll to Integrate calendar → copy the URL inside the Embed Code
src="..."My Booking Link
Paste your Google Calendar booking link. It will be shown when you're assigned as AE on an appointment.
Change Password
AI Assistant
Stored in Supabase — applies to all reps automatically. Never visible to SDRs/AEs.
Team Invite
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Team Roster
| Name | Role | Status | Actions | |
|---|---|---|---|---|
| Loading team... | ||||
Role Permissions
| Feature | Owner | Manager | AE | SDR | Scraper |
|---|---|---|---|---|---|
| Dialer | ✓ | ✓ | ✓ | ✓ | — |
| Call Backs | ✓ | ✓ | ✓ | ✓ | — |
| Appointments | ✓ | ✓ | ✓ | ✓ | — |
| Warm Pipeline | ✓ | ✓ | ✓ | — | — |
| Stats | ✓ | ✓ | ✓ | ✓ | — |
| Manager View | ✓ | ✓ | — | — | — |
| Lead Library | ✓ | ✓ | — | — | ✓ |
| Import Leads | ✓ | ✓ | — | — | ✓ |
| Add Lead | ✓ | ✓ | — | — | ✓ |
| AI Assistant | ✓ | ✓ | ✓ | ✓ | — |
| Settings | ✓ | ✓ | — | — | — |
| Quarantine | ✓ | ✓ | — | — | — |
Activity Timeline
AI Assistant