Dashboard
Storage Hunter
Upload a separate CSV for each tab. Imports add to existing data — use Clear Data only when you want a fresh start.
Acquisition command center — priority queue, follow-ups, and offer gaps at a glance
Data health triage · preview or GIS a facility · send qualified records to Leads
Reversible lifecycle holding area — full record history preserved · restore to original category or re-route to Leads / Database
Long-term opportunity pipeline — not ready today, valuable later · promote to Leads or Database when timing is right
Buyer relationship & disposition workspace — match qualified buyers to opportunities