Your day
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Total Leads
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Qualified
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Proposals Sent
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Closed Won
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Overdue Follow-Ups
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Activities This Week
Pipeline by Stage
Today's Follow-Up Queue
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Recent Activities
| Restaurant | Type | Subject | Outcome | Rep | Date |
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All Leads
| Restaurant | Type | City | Score | Stage | Rep | Current POS | Actions |
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Sales Pipeline — Kanban View
Filter:
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Activity Log
| Restaurant | Type | Subject | Description | Outcome | Rep | Date |
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Follow-Up Queue
| Restaurant | Type | Priority | Due Date | Assigned To | Notes | Actions |
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Proposals
| Restaurant | Plan | Monthly | Setup | Status | Created | Actions |
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📧 Emails
| Lead | Contact | Subject | Status | Rep | Sent At |
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30-Day Forecast
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60-Day Forecast
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90-Day Forecast
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Active Proposals
Stale Leads (14+ days silent)
| Restaurant | Stage | Days Silent | Rep | Score |
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🔍 Find New Restaurant Leads
🆕 New & Coming-Soon Restaurants
News, Yelp, Facebook, Reddit, PR Newswire
Searches Google News, Yelp new listings, Facebook grand opening posts, Reddit local subs, and PR Newswire. Add
YELP_API_KEY to .env for Yelp results.
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Pending
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In Progress
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Completed
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Overdue
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Urgent
Task List
Message Templates
Merge tags: Use
{{contact_name}}, {{restaurant_name}}, {{rep_name}}, {{city}}, {{state}}, {{restaurant_type}}, {{demo_date}}, {{demo_time}}, {{email}}, {{proposal_date}} in your templates.
Sales Playbooks
Active Checklists
Templates
Reminders
Pipeline Stages
Note: Default stages (Prospect, Qualified, etc.) cannot be deleted — only deactivated.
Team Members
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