My Tasks
Auto-refreshes every 90s
Click Update Lead → on any task to mark disposition in All Leads
🚨 Missed Tasks — Live View
Follow-ups past their scheduled time. Auto-refreshes every 60 seconds.
👥 BD Active / Inactive
Inactive BDs are skipped in round-robin assignment.
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📤 Manual Upload — CSV / XLSX
Upload a file. Duplicate phone numbers are automatically skipped.
Required columns: Name, Phone, Source
🔗 Google Sheets Auto-Sync
Paste a published Google Sheet URL. New rows are ingested automatically. Duplicates (by phone number) are always skipped.
One-time sheet setup:
1. Open your Google Sheet → File → Share → Publish to web
2. Select your sheet tab → choose Comma-separated values (.csv)
3. Click Publish → copy the link → paste below
4. Sheet must have columns: Name, Phone, Source
1. Open your Google Sheet → File → Share → Publish to web
2. Select your sheet tab → choose Comma-separated values (.csv)
3. Click Publish → copy the link → paste below
4. Sheet must have columns: Name, Phone, Source
Auto-check every
📋 All Leads
Full lead list with dispositions.
🚨 Missed Tasks
All overdue follow-ups per BD.
📊 Team Stats
Per-BD performance summary.
📈 Founder Dashboard
Live snapshot — all numbers reflect current data