Dashboard
Good morning, Rodrigo.
▲Urgent attention queue
- Riverside Fitness Co.No response for 3 daysOverdue
- Maple & Oak InteriorsQuote expires in 2 daysExpiring
- Carter EventsFollow-up due todayDue today
New leads
18↑ 28% vs. last 30 daysFollow-ups due
7↑ 3 due todayQuotes expiring
4↑ 2 in next 7 daysOpen pipeline
$126K↑ 12% in active dealsLeads needing a response
| Company / Contact | Campaign / Source | Interest | Last contact | Days | Status | Action |
|---|---|---|---|---|---|---|
| Riverside Fitness Co.Alex Martinez · alex@riversidefit.co | Website · Organic | Video Production | Sep 15, 2026 | 3 | Needs response | |
| Maple & Oak InteriorsJamie Chen · jamie@mapleandoak.com | Instagram · Paid | Brand Content | Sep 16, 2026 | 2 | Quote sent | |
| Carter EventsTaylor Kim · taylor@carterevents.com | Referral · Client | Event Coverage | Sep 17, 2026 | 1 | Follow up | |
| Summit Real Estate GroupJordan Lee · jordan@summitreg.com | LinkedIn · Organic | Social Content | Sep 17, 2026 | 1 | Needs response | |
| Luna Wellness StudioPriya Shah · priya@lunawellness.co | Website · Organic | Brand Content | Sep 18, 2026 | 0 | New lead |
Today’s follow-ups
- Carter EventsFollow up on proposal
- Luna Wellness StudioCheck content brief details
- Summit Real Estate GroupSend updated quote
- The Hudson CollectiveInitial discovery call
Recent activity
- ▤You sent a quote to Maple & Oak InteriorsQuote #1032 · $8,500
- ＋New lead from websiteLuna Wellness Studio
- ◉You logged a call with Summit Real Estate GroupDiscussed Q2 campaign opportunities
Leads
Search, review, assign, and move inquiries through the sales process.
The production version will connect this view to the existing Creators NJ lead sheet.
Contacts
A clean contact directory with CSV export and activity history.
Test view — no real contacts are loaded.
Pipeline
Move opportunities from new inquiry through active project.
New lead6Contacted5Quote sent4Deposit pending2Active3
Follow-ups
The 21-day follow-up workflow will appear here.
Today: 7 · Overdue: 3 · Upcoming: 12
Quotes
Create quotes, use products and pricing, and track 14-day expiration dates.
Draft email and proposal actions are simulated in this test.
Products
Maintain service descriptions, prices, billing type, and tax settings.
Marketing consulting · Non-taxable · 3-month recommended commitment
Projects
Track accepted work after a lead converts.
Squarespace payment links remain a manual production step.
Reports
Review source attribution, conversion, pipeline value, and response time.
All values in this prototype are fictional.
Settings
Manage business defaults, users, integrations, and backups.
Authorized test user: hello@creatorsnj.com