CRM LeadStack

CRM LeadStack

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Viewing as (superadmin session).

Email accounts

    Name Handphone Email Position Company Created Outreach

    No contacts match.

    Add contact

    Bulk import from CSV β€” columns in [brackets] are optional Download sample
    or drag & drop a .csv file here

    β€” or add one β€”
    Emails

    Send email

    Administration

    Platform Settings

    Self-service registration

    Whether the Register tab on the login page works β€” anyone who reaches it can create a brand-new organization and become its admin, with no vetting. Disabled by default.

    KPI page

    Whether the KPI nav button and its reporting endpoints are available. Turning this off hides the button for everyone β€” including superadmins β€” and the /kpi endpoints stop answering, so it can't be reached by URL either. Enabled by default.

    Closed deals page

    Whether the "Closed deals" button on the Pipeline board is available β€” a flat list of archived deals, with the option to restore one to the board. Hidden by default, since archiving replaced the won/lost outcome UI. Turning it off also stops the closed-deals endpoint answering, so it can't be reached by URL either.

    Organizations

    NameUsersStatus

    Users

    NameEmailOrgRoleStatus

    Audit trail

    who changed who can do what

    WhenWhoActionTargetChange

    Nothing recorded yet. The trail starts when this feature is deployed β€” it can't show anything from before that.

    Change password

    My Account

    Account info

    Email
    Role
    Organization
    Member since
    Last login
    Last login from

    Display name

    Change password

    Pipeline

    DealContactCompanyOwnerValueStage at closeOutcomeClosed

    No closed deals yet.

    KPI

    Cycle time

    β€”avg days to close

    Win rate (decided deals)

    β€”won of decided

    Temperature (open deals)

    Contacts per deal (all deals)

    Pipeline breakdown:

    Deals by pipeline (open deals)

    Value by pipeline (open deals)

    One chart per currency β€” amounts in different currencies aren't added together.

    Stage value

    StageDealsValue

    Pick a pipeline above to see its stage value.

    Rep activity (open deals)

    OwnerDealsValue

    Created vs. closed, per month

    MonthCreatedClosed

    Top contacts by total deal value, all time

    ContactCompanyDealsValue

    Top companies by total deal value, all time

    CompanyDealsValue

    Companies

    CompanyIndustryWebsiteContacts

    New company

    Bulk import from CSV β€” columns in [brackets] are optional Download sample
    or drag & drop a .csv file here β€” only name is required

    β€” or add one β€”

    Contacts at this company

    Excluded contacts

    Contacts you deleted. Email sync and address-book import will not re-add them. Restoring one only lifts the block β€” re-sync the account (or add it manually) and it comes back fresh, without any notes you had typed.

    You deleted this contact

    New deal