Dara

LV Studios Lead Pipeline

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My Tasks

Today

Team Status

Lead Stages

My Assigned Projects

Tasks

Follow-ups and project tasks from leads, organized by the selected date range.

Task Archive

Projects

Production tracker for booked jobs. Create projects from Won leads.

Project Archive

Contacts

Prospects, clients, and lost lead contacts with reusable information.

Calendar

Project events, CRM follow-ups, team items, client meetings, and final deadlines.

Project event CRM related Team Client meeting Final deadline

This month

Pipeline Snapshot

Top Loss Reasons

Lead Sources

Lead Source Conversion

Financial Snapshot

Revenue By Stage

Revenue By Source

Project Balances

Services Booked

Event Types

Calendar Categories

Client Activity

Settings

Manage CRM categories used in forms, reports, calendar items, and activity notes.

Archived Leads

Hidden from the main board, still searchable here.

Lead details

New lead

Fill From Email Or Text

Paste an inquiry email or copied lead text and Dara will pull out the basics.

Activity Timeline

Add calls, texts, emails, meetings, no-answer notes, and follow-ups without losing history.

Follow-up Tasks

Create tasks for calls, quotes, and reminders. TickTick export is included.

Project tracker

New project

Calendar export

Use the project event date and time to add this job to Google Calendar or Apple Calendar.

Client Share URL

This creates a client-facing progress page. It works best once this folder is hosted online.

Calendar

New event

Contact

New contact

Team

Add user

Default access for new user

Lost deal

Why was this lost?