Dashboard
Notifications
Open pipeline by stage
count · valueNewest contacts
Recent deal activity
Posts by status
Upcoming · next 7 days
Recently updated posts
| Contact | Source | Tags | Owner | Added |
|---|
Needs attention
| Name | Role | Clients | Joined |
|---|
Branding
Shown across the app and on exported calendarsLogo — light themeShown when the app is in light mode
Logo — dark themeShown when the app is in dark mode
PNG or JPG, up to 5MB. A wide mark with a transparent background works best. The light-theme logo is also used on exported PDF and Excel calendars.
Change password
Only you can see this| When | Who | Action | Details |
|---|
Content you've already shot for a client but haven't decided when to post — kept here so it's never forgotten. Hit "Schedule" whenever you're short on content for that client.
Every video post with an ad-run date set, or a number of days after posting — soonest first. Overdue ones are flagged so nothing gets missed.
| Client | Post | Platform | Posted | Ad run date | Status |
|---|
Edits & re-edits by teammate
From daily EOD updates| Team member | Client | Edits | Re-edits | Other | Total |
|---|
All entries this month
| Date | Team member | Client | Type | Description |
|---|