Help
Team, status and follow-ups
Your whole team works on the same list. Every change is logged with the name of the person who made it.
Status
Each case has a status: Open, Contacted, Proposal sent, Won, Lost or Not interested. Set it in the list or in the case sheet. "Lost to" lets you note the firm that got the job - useful to see who you compete with.
Notes, assignment and follow-ups
- Notes save automatically. Firm names and building facts only - please no names, phone numbers or e-mail addresses of individuals.
- Assigned to: give a case to a colleague; the filter "My cases" shows each person their own.
- Follow up on: pick a date and a short note ("send qualifications to the engineer of record"); we e-mail a reminder that morning.
Team members
The account owner adds up to 10 colleagues on the account page (name and business e-mail). You can send the invitation e-mail or copy the personal link. Removing a member needs a second click and stops the link at once. Team members do not see billing or the team list.
History
The case sheet lists every change with date, time and name: status, notes, follow-ups, assignments and "Already taken" reports.
Questions? Use our contact form.