| Lead Name | Customer # | Address | Carrier | GCC | Actions |
|---|
Dashboard
Total Leads
0
People
0
Organizations
0
Active Users
0
Recent Activity
Leads Management
Lead Profile
Basic Information
Notes
Linked Accounts
No person linked
Link Person
No organization linked
Link Organization
People Management
| Name | Phone | Title | Organization | Actions |
|---|
Person Profile
Basic Information
Organization
Not assigned to any organization
Link to Organization
Notes
Organizations Management
| Organization | Address | Phone | Website | Industry | Actions |
|---|
Organization Profile
Associated People
No people associated with this organization yet.
Link People to This Organization
Notes
Administration
v1.2.1Manage Users
View and manage system users
Data Sync (SIR Integration)
📥 Import from SIR
Upload a CSV file exported from SIR. Records will be matched by Cust ID - existing records will be updated, new records will be created.
No file selected
📤 Export to SIR
Export your data in SIR-compatible format. This will include all leads with their linked organizations and people.
📋 Recent Sync Activity
No sync activity yet.