Dashboard
Calendar
Upcoming & Overdue Tasks
Overdue / Needs Attention
Customers stuck > 3 days in current stage
| Customer | Equipment | Stage | Days in Stage | Actions Done |
|---|
Recent Activity
| Customer | Equipment | Stage | Progress | Sale Date |
|---|
Offers
Quotes sent to prospects
Prospects
Track leads before the sale
Lost Prospects
Held for 30 days — reactivate or let expire
⚠ Lost prospects are automatically deleted after 30 days. Reactivate any lead you want to keep.
Customers
All post-sale customer records
| Customer | Equipment | Serial # | Stage | Progress | Sale Date | Days in Stage |
|---|
Pipeline
From half pipe to full pipe
Reports & Analytics
Wholesale Contacts
Manage your wholesaler directory
| Company | Contact Person | Phone | City / State | Actions |
|---|
Trades
Log and track incoming trade-in requests
Parts on Order
All active parts orders across customers
Wait List
Customers waiting for equipment to arrive
| Customer | Equipment Wanted | Condition | Priority | Status | Days Waiting | Actions |
|---|
Settings
Stage Configuration
Post-sale pipeline stages (in order). These are applied to all customers.
Data Management