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Today

Ordered daily work and pipeline follow-up

Calls0/40
Emails0/40
Research0/25
Focus Queue
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Queue Summary
Today's Activity

Today's Calls

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Emails to Send

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Recent Leads

ContactCompanyNext Action

Recent Activity

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Admin Dashboard

Operations visibility and sales workflow control

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ACTIVE PIPELINE
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CONSULTATIONS MTD
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Follow-ups past due
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RESPONSE RATE
Email replies / sent
Team Activity Today
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On track
Pipeline by Stage
Lead Source Split
Average Time in Stage
Team Activity
Parked / Lost Reasons
Session Activity

Lead Workbench

Batch-by-batch processing for maximum efficiency

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Inbound Urgent
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Needs Research
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Needs Outreach
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Needs Calling
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Needs Follow-up
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Hot Focus
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No leads in this batch

Today's Commitments

February 16, 2026

Calls 0/40
Emails 0/40
Research 0/25
Fixed Tasks for Today
No tasks committed yet. Add your first task!

Daily Targets

All Leads

Manage stages, source quality, and next actions

ContactCompanyPhoneStage / SourceNext ActionActions

Email Creator

Generate emails for any recipient

Attachments will need to be added manually in your email client

Call Pitch Generator

Generate call scripts and talking points

Leave blank for AI-generated pitch or paste your template for customization

Import Leads

Upload CSV or Excel file

Drop file here

CSV, Excel (.xlsx, .xls) — or tap to browse

Standard Columns: first_name, last_name, email, phone, company, title, industry, country

Add Lead

Add a single prospect

My Context

Your email settings

Your Info

Email Settings

Email Signature

This signature will be appended to generated emails when "Include signature" is checked

Admin Panel

Workflow settings, AI providers, scoring, and CRM sync

AI Provider

Groq
Llama 3.3
Fast
Cerebras
Llama 3.3
Fast
Gemini
Flash
Free
Claude
Sonnet

Sales Discovery Requisites

Manage the questions reps complete during call outcomes and discovery.

ICP Configuration

Configure Ideal Customer Profile scoring criteria.

Stage & Outreach Rules

Configure stage validation thresholds and grade rules.

Data Migration

Migrate existing leads to the new 5-stage intelligence model.

Warning: This will clear all existing enrichment data and reset leads to Stage 1.

UAT Reset

Wipe all leads, chat, tickets, and activity data back to empty for a fresh test cycle. User accounts and their settings are kept — testers can log straight back in.

This cannot be undone. Only use this on a test/UAT environment, never once real customer data exists.

Team Daily Targets

Default daily activity goals shown on the Admin Dashboard's Team Activity widget. Each rep can still override their own target from Today's Commitments.

Levata Hub Sync

Super admin only. Connects Feedback & Support tickets filed here to the central Levata system — tickets forward to the hub, and staff replies push back automatically.

Real-Time (Pusher)

Super admin only. Powers instant chat, notifications, and Feedback & Support replies for everyone — no page refresh needed. Falls back to normal polling if left unconfigured.

Activity Report

Sales rep activity & KPIs by date range

Per-Rep KPIs
RepCallsConversionsConv. RateEmailsResearchOutcomesLeads CreatedActive DaysAvg Calls/Day
Activity Timeline

Users

Manage accounts

NameEmailRoleActions

Session Activity

UserRoleLast SeenLast PageActive TodaySessions
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Feedback & Support

Raise a support request or send feedback. Track its status and replies here.

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Team Chat

Channels and direct messages

Channels
Direct Messages
# general