| Lead | Channel | Owner | Spd (h) | Status | Active | Follow-up | Next action | › | |
|---|---|---|---|---|---|---|---|---|---|
| Lead | Lead status | Date sent | Outcome | Value | Attempt | Notes |
|---|---|---|---|---|---|---|
Set benchmarks — metric cards show green or red against each target.
Defines when "This quarter" and "This month" begin counting from. Defaults to 1 Jan of the current year. Set this to your actual financial year start date.
e.g. 1 Jul for a July–June financial year.
Customise the main accent colour used throughout the app.
Customise the background and border colour for each reminder type.
Full history of all tender attempts across all leads. Export as CSV for your records.
Export leads and tender attempts as CSV. Use the filters below to narrow what gets exported.
Change the passwords used to protect settings and lead registration.
Leave blank to keep current password.
Leave blank to keep current password.