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Almost there

Open config.js and paste in your Supabase Project URL and anon key, then reload this page.

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Sign in

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Set your password

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Add leads

Columns are matched by header name: company, name/contact, title, email, phone, website, city/state/province, country or market, industry, opportunity, source, list, notes. Extra columns go into notes.

Finds emails, phone numbers and websites in each block.

Review

Rows that already exist anywhere in the team are unticked and labelled with who has them. The choices below apply to every ticked row.

CompanyContactEmailsPhonesWebsiteLocationMarketIndustryOpportunityNeed / notes

Day-end report

Follow up next

Overdue first, then due on the report day, then the next working day. Click a lead to open it.

By person

Activity logged on the report day.

PersonCallsEmailsWhatsAppCommentsMoved aheadWonDue next

Needs attention

Assigned leads in Intake or Contacted with no activity for 3+ days and no follow-up date.

Activity on this day

Team

Agents see only the leads assigned to them. Managers see every lead and everyone's activity. Switching someone off locks them out straight away; their leads stay for you to reassign.

Adding a new login

  1. In Supabase, open Authentication → Users → Add user → Create new user.
  2. Enter their email and a temporary password, tick Auto Confirm User, and click Create user.
  3. Refresh this page. They appear above as an Agent. Type their name, and change the role if they're a manager.

Tag lists

Industries and opportunity types used for tagging. Click a tag twice to remove it.

Industries
Opportunities