Dashboard
🎯 Log Activity
Activity
Overdue / Needs Attention
Customers stuck > 3 days in current stage
| Customer | Equipment | Stage | Days in Stage | Actions Done |
|---|
Recent Activity
| Customer | Equipment | Stage | Progress | Sale Date |
|---|
Offers
Quotes sent to prospects
| Prospect | Equipment | Price | Status | Expiry / Sent | Actions |
|---|
CRM
Contacts · Companies · Deals
Leads
Website inquiries from dirtworkusa.com
| Name / Contact | Phone / Email | Equipment Interest | Budget | ZIP | Received | Status |
|---|
Lost Prospects
Held for 30 days — reactivate or let expire
⚠ Lost prospects are automatically deleted after 30 days. Reactivate any lead you want to keep.
Customers
All post-sale customer records
| Customer | Equipment | Serial # | Stage | Progress | Sale Date | Days in Stage |
|---|
Deals
Customers who completed the full pipeline
| Customer | Equipment | Sale Price | Sale Date | Closed Date |
|---|
Pipeline
Active deals · Post-sale progression
Call Log
All logged calls across contacts
Tasks
All tasks across contacts
Meetings
All logged meetings across contacts
Reports & Analytics
Wholesale Contacts
Manage your wholesaler directory
| Company | Contact Person | Phone | City / State | Actions |
|---|
Trades
Log and track incoming trade-in requests
Parts on Order
All active parts orders across customers
Wait List
Customers waiting for equipment to arrive
| Customer | Equipment Wanted | Condition | Priority | Status | Days Waiting | Actions |
|---|
🎬 Bing Bong
Personalized video messages
Settings
Stage Configuration
Post-sale pipeline stages (in order). These are applied to all customers.
Data Management
Demo Data
Populate the app with sample customers for testing.
⚠ Danger Zone
These actions are permanent and cannot be undone.
Clear Customer Records — removes pipeline customers & waitlist only. Prospects, offers, and trades are kept.
Clear Bing Bong Videos — deletes all recorded videos and their files from the server.
Clear All Data — wipes everything including prospects, offers, trades, and companies.
Clear Bing Bong Videos — deletes all recorded videos and their files from the server.
Clear All Data — wipes everything including prospects, offers, trades, and companies.