Dashboard

Lead pipeline overview

Database

Member audience, service & time zone

Select a member to add their audience, service and time zone.

Team

Manage members, TLs and lead distribution

Team Leads 0 TLs
No Team Leads yet. Add a member and assign them as TL.
0 members
No members yet.

Lead Generation Dashboard

Track daily leads and closures, organized automatically by day, month and year

Lead Entry

Closure Entry

Monthly View
Leads
Lead DateMemberEmailClosureClosure dateActions

Logs

Admin activity audit trail

Log Retention Period:
Log Retention: Activity logs are automatically stored for 10 days and then permanently removed.
Date & Time Action Performed By Target User Details IP Address Actions
Page 1

Backup Management

Automatic local, OneDrive, and Google Drive backups with retention protection

OneDrive Online settings

Not connected
Use this for hosted/online apps. It uploads backups directly to OneDrive using Microsoft login.

OneDrive desktop folder settings

Not tested
Use this only when OneDrive desktop is installed on the same computer/server.

Google Drive settings optional

Not tested
Google Drive upload with a service account requires a Shared Drive folder. Add the service account email to the Shared Drive, then save that Shared Drive folder ID here.

Schedule & retention

Restore backup

Restoring a backup will replace all current application data. This action cannot be undone.

Backup history

Backup ID File Name File Size Created By Type Created Date Status Details Actions