Deal Tracker

Like Salesforce Opportunities. Every deal moves through stages: New Lead → Qualified → Proposal Sent → Negotiation → Closed Won or Lost.

Drag & drop cards between columns to advance a deal. Click any card to open the full detail view. Use the ◀ ▶ buttons in the detail modal to step through stages.

Like Salesforce List View. Sort by amount, stage, close date, or owner. Filter by stage or rep. Quick Won/Lost buttons on every row.

Use Export CSV to pull a spreadsheet of all deals for reporting.

Weekly cold-call tracker for Charmian Sanders. 120 fresh leads are automatically generated every Sunday night — 60 Tennessee (Davidson, Williamson, Rutherford, Sumner, Robertson counties) + 60 Southern California. Char opens this tab Monday morning and her full list is already loaded, ready to call.

Any leads not called or dispositioned from the prior week are automatically carried over and flagged. Every Saturday morning the system cross-references her Zultys call log against the lead list and emails Danielle a full report showing completed vs. outstanding calls.

Char can also add leads manually using the Import CSV button. Each lead row has a 🤖 AI button — click it to instantly open the AI Sales Assistant for that company.

Every lead in Char's list has a 🤖 blue button next to the company name. Clicking it opens a side drawer with AI-generated sales guidance for that specific company:

• Who to Ask For — the right title to request based on industry
• Call Opener — a natural script Char can read directly
• Why It's a Good Fit — plain-English reasons this company needs DirecTech
• Best Angle — which DirecTech product to lead with
• Est. MRR Opportunity — revenue range for this account type
• Confidence Score — High / Medium / Low fit rating
• Next Best Action — exactly what to do after the call

From the AI drawer, Char can also click "Draft Follow-Up Email" to compose and send a professional follow-up email directly to the prospect — no switching apps needed. The email sends from charmian@directech.net.

Zultys call data. Auto-imports every Saturday from the [MXreport] email. Shows all inbound/outbound calls. Phone numbers that match a deal are linked automatically — click to open the deal. Numbers with no match get an ＋ Add Deal button.

Every follow-up email sent from the ✉ Email button in a lead row now has an invisible tracking pixel embedded automatically.

After sending, expand the lead row and look for the 📤 Sent Emails section. Each email shows a "Check opens" link — click it to see in real time whether the prospect opened the email, how many times, and when. No third-party tool needed.

The All Deals list and each deal detail header now show how many days a deal has been sitting in its current stage.

Gray = normal · ⚠️ Yellow = approaching limit · 🔴 Red = overdue.

Thresholds: New Lead 5d · Qualified 7d · Proposal Sent 10d · Negotiation 14d. These reset automatically whenever the stage changes.

Every deal detail modal now has a 📋 History tab. It shows a unified timeline of every interaction with that phone number or company across the entire system:

• All call notes logged by Char on matching leads
• Emails sent to that prospect
• Activity from any other deal with the same company or number
• Zultys call log entries for that phone number

If the same company gets touched twice across different months, this is where you see the full relationship.

Every deal detail modal has a 📅 Schedule Demo button in the bottom right footer. Clicking it opens Outlook Web with a calendar event pre-filled:

• Subject: DirecTech Demo — [Company]
• Duration: 30 minutes
• Time: Tomorrow at 10:00 AM (adjust as needed)
• Body: Pre-written agenda with deal details

You can edit anything before sending the invite. No copy-pasting needed.

Every deal now has a Reminder Date field in the deal modal. Set it when you want to circle back on a deal.

Color-coded badges appear on the deal card and in the list: Red = overdue · Yellow = due today or tomorrow · Blue = upcoming.

The Follow-Ups tab has a new Deal Reminders section showing all deals with reminders due — overdue ones appear first. The dashboard alert bar also counts overdue deal reminders.

When you mark a deal Won or Lost, a modal appears with one-click reason buttons — no more blank fields.

Won reasons: Cold call → demo → close, Referral, Existing relationship, Best pricing, Demo converted, and more.
Lost reasons: Price too high, Went with competitor, Bad timing, No budget, No response, and more.

You can also type a custom reason. Reasons feed directly into the Forecast tab → Lost Deal Analysis so you can spot patterns over time.

Every deal now has a Next Action text field in the deal modal. Type exactly what needs to happen next: "Send proposal by Friday", "Follow up after board meeting", "Demo scheduled for Tuesday".

The next action shows as a blue chip directly on the pipeline board card and in the deal list — visible at a glance without opening the deal. Keeps the whole team aligned on what's moving each deal forward.

The email compose window now has one-click template buttons above the message body:

• Initial Outreach — cold intro for a fresh lead
• Follow-Up — check-in after no response
• Proposal Follow-Up — nudge after sending a quote
• Thank You — post-call or post-demo thank-you

Templates auto-fill the subject and body, merging the prospect's company name. Edit anything before sending.

The Pipeline Board column headers now show two numbers: total pipeline value and weighted forecast value side-by-side — $X ($Y wtd).

Weighted values apply standard close probability by stage (New Lead 10% · Qualified 30% · Proposal Sent 60% · Negotiation 80%). This gives you a realistic revenue forecast at a glance, right on the board — no need to navigate to the Forecast tab just to see pipeline health.

When Char logs a call note on a lead, she can now tag the outcome before saving:

✅ Answered · 📬 Voicemail · 📵 No Answer · 📅 Meeting Booked

The outcome tag appears on each note in the call history. Outcome also auto-updates the lead disposition: Meeting Booked → Interested, Voicemail → Voicemail, No Answer → Callback — so Char doesn't have to manually change the status dropdown after every call.

The default landing tab when you open the app. Your entire lead list is automatically sorted into a priority call queue — no decisions needed.

Order: 🔴 Overdue callbacks → 📅 Due today → ⭐ Hot leads → 🆕 New leads → 📋 Previously contacted. Each card shows the company, contact, phone (tap to call), and the last call outcome. Hit 📝 Log to record the call without leaving the page.

After every call, click 📝 Log on any lead card to open a bottom drawer with 7 outcome buttons: ✅ Answered · 📬 Voicemail · 📵 No Answer · 🚧 Gatekeeper · 💬 Sent Text · 📞 Callback Requested · 📅 Meeting Booked.

Select an outcome, add a note, and save. If you pick Callback Requested, a date + note field appears to schedule the follow-up automatically. Saves instantly and refreshes your workspace.

When you log a Gatekeeper outcome, two extra fields appear: the gatekeeper's name and a tip ("Lisa — owner usually in Tue/Thu mornings"). This intel is saved per company.

Next time you open that lead in the AI Assistant drawer (🤖), the gatekeeper section shows a full history of every GK encounter with dates. Today's Workspace also shows a purple 🚧 GK badge on the card so you remember before you even dial.

Inside the AI Assistant drawer (click 🤖 on any lead), scroll down to find the Objection Coach. Click any objection you just heard:

"Locked in a contract" · "Happy with current provider" · "Too expensive" · "Not interested" · "Just send info" · "Call me back later" · "Not the decision maker" · "No budget"

A full scripted rebuttal appears instantly — written for cold calling, designed to keep the conversation alive rather than accept the brush-off.

The Call Opener in the AI drawer is no longer a static cold script — it adapts based on call history:

• First call → industry-specific cold opener
• Left voicemails → "I left you a message…" / 3+ VMs → switches to direct close
• Gatekeeper logged → names the gatekeeper by name
• Previously answered → "we spoke X days ago…"
• Meeting booked before → reconnects on that conversation
• Deal in pipeline → switches to proposal follow-up language

Every deal card on the Pipeline board shows a colored dot: 🟢 Healthy · 🟡 Needs Attention · 🔴 At Risk.

Health is calculated from three signals: days since last update (7d = yellow, 14d = red), close date (approaching = yellow, passed = red), and days stuck in same stage (10d = yellow, 21d = red). At-risk deals also show a one-line reason. The Dashboard shows a health summary card (● 4 · ● 2 · ● 1) — click it to go straight to the pipeline.

Every deal has a Notes tab inside the deal detail modal — a timestamped log separate from the activity feed. Use it for context that doesn't fit a stage change: "Competitor is Zoom. Re-evaluating in July." Notes are stamped with date/time and sorted newest-first.

The search bar in the top nav searches all deals and leads simultaneously as you type — by company name, contact, or phone. Click any result to jump directly there. Press Esc to clear.

The Dashboard shows a 6-month bar chart of Closed Won revenue. Bars are stamped with the date the deal was moved to Won. See revenue trends at a glance without opening the Forecast tab.

Char's Leads tab shows a pill counter of calls logged today. Turns yellow at 10+ and green at 20+. Hidden until the first call so it doesn't feel discouraging first thing in the morning.

After saving a call in the post-call drawer, the workspace automatically scrolls to the next lead in the queue and highlights it with a blue ring for ~1 second. No need to scroll back up and find your place — just keep dialing. The queue order is preserved so you always know where you are.

Every card in Today's Workspace has a small ✕ button next to Log. Click it to remove the lead from the queue with a reason: Wrong number · Out of business · Not a fit · Do not call · Has provider, locked in.

Disqualified leads are permanently hidden from Today's Workspace but stay in the Leads tab for reference (with their reason and timestamp). Keeps the queue clean as you work through a list.

Every Friday at 4pm, Danielle automatically receives a sales summary email covering the week: calls made, total attempts, callbacks due, new deals created, Closed Won deals + revenue, and the full deal health breakdown (🟢 Healthy · 🟡 Needs Attention · 🔴 At Risk) with at-risk deal names listed.

Pulls live data directly from Supabase — no manual reporting needed. Manage the schedule from the Scheduled section in the Cowork sidebar.