Settings
Configure your CRM workspace.
Workspace
Sales Reps
LSLeo Spitz
ActiveNNechama
ActiveSSarah
ActiveFFrumie
ActiveMManny
ActiveSBSara Bracha
ActiveLead Sources
Media
Ami MagazineYiddish / Community MediaLinkedInWebsite
Referrals
ReferralCPAExisting ClientWord of Mouth
Outreach
WhatsAppFederal OutreachTrade ShowNetworking Event
Other
EventOther
Services Offered
NJ ProvisionalNYC SBSNYS ESDBid ManagementOther
Notifications
Daily follow-up digest
Email summary of today's follow-ups
Stale lead alerts
Notify when a lead is inactive 14+ days
New lead notifications
Slack/email alerts for new leads