Recent Activity
| ID | Company | Contact | Industry | Country | Stage | Assigned | Value | Next Action |
|---|
New leads arrive here. Review and assign to a sales person before any contact is made.
| ID | Company | Qty | Closed By | Type | Rep Earns | Manager Override | Factory Pays | Status |
|---|
Use {variables} for personalisation. Click a template to expand and edit.
📸 Product Image Library
Sales Manager uploads approved product images here. When composing an email, download the image and drag it into your email client before sending. This avoids spam filters and ensures the customer sees the product.
📄 Budgetary Quote Builder
Build quotes linked to customer IDs. Discount impact on commission is calculated live.
📦 Product Catalog — standardised items for quotes
Add products here so sales reps can pick from a consistent list when building quotes. Avoids pricing and naming errors.
♻️ Contact Governance & Prospect Pool
Leads whose cooldown has expired return here. Prevents duplicate outreach and respects customer wishes. Each contact is tracked across all sales team members.
📂 AI Search Archive — past search results not yet added to pipeline
🔍 Z4-Tech Lead Finder
Search for potential customers by industry and region. Claude AI + web search finds companies matching your target profile. You control the scope and cost of each search.
🚫 Dismissed Prospects
📋 Search History
🗺️ Sales Map
Visualise your pipeline, prospects and won customers on a map. Plan field trips and optimise routing.
Manage your sales team members.