Today's Calls
Due now + overdue follow-upsMy Leads
Assigned to youMy Client Requests
Active request ownershipMy Tasks
Assigned + team tasksOpen Tasks
| Task | Owner | Due | Added | Priority |
|---|
Completed
| Task | Owner | Due | Added | Priority |
|---|
Active Recurring
One-Time Service
Inactive / Completed
Select a client record to edit plan, billing, and notes.
Client Requests
| Client | Request | Category | Priority | Owner | Status | Updated |
|---|
Forge Lane
Dedicated client request pipeline separated from sales leads.
Prospect desk / prototype intake
Businesses before clients.
Track every business, visit, follow-up, note, and prototype here. Promote the record to Client Ops only after it becomes real work.
Loading sync status
Checking the private Outreach Tracker connection.
B
Select a business.
Notes, contact history, visit result, and prototype files stay attached to that record.
Build request / preview mode
Turn a business brief into a production prompt.
Compiled promptReady to hand to a builder
Request history