My To-Do
Your follow-ups for today
Assigned to me
Nothing on your list yet. Schedule a follow-up from any contact or click + Follow-up above.
Dashboard
Smoke Show pipeline overview
Total Contacts
0
Active Subscribers
0
Pipeline Value /mo
$0
Quote Sent
$0
Active
$0
Outstanding
$0
Pipeline Breakdown
Recent Activity
No activity yet. Add your first contact to get started.
Team Follow-ups
No follow-ups scheduled.
Contacts
0 contacts
| Shop Name | Chain | Contact | Address | Stage | Tier | Owner | Last Contact | Actions |
|---|
No contacts yet
Target List
Find shops near an address and batch-assign follow-ups
| Shop | Address | Distance | Stage | Owner | Actions |
|---|
Enter an address and radius to find nearby shops.
Pipeline
Drag contacts through your sales funnel
Cold
0Lead
0Initial Contact
0Quote Sent
0Active
0Invoices & Quotes
Send quotes, bill your shops, and track what's owed
Outstanding
$0
Overdue
0
Paid This Month
$0
| Invoice | Shop | Issued | Due | Total | Status |
|---|
No quotes or invoices yet
Wholesale invites
Email a setup link so retailers can create their own catalog login
| Shop | Status | Sent | Expires | Tier |
|---|
No invites yet. Send one when you’re ready to onboard a wholesaler.
Activity Tracker
What the team got done today
No activity in this period yet.
Activity log
Nothing logged yet for this period.
Marketing
Templates and outreach tools