Command Center
Your prioritized daily view
Open leads
14
Active
Pipeline
15 deals
13 stages
Statements
3
1 need review
Pricing
7
Scenarios
Proposals
6
Total
Handoffs
1
Completed
Approvals
15
Pending
Open tasks
6
Due soon
Risk alerts
0
No merchants linked
Build map
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Test each feature
Approval queue
15 itemsStatements to review
Pricing awaiting approval
Proposal engagement
Priority leads
- QA Demo: Duplicate Primary
Strong volume ($50k+/mo) · Email + phone on file
warm63/100 - QA Demo: Duplicate Match
Strong volume ($50k+/mo) · Email + phone on file
warm53/100 - QA Demo: Fresh Inbound
Moderate volume ($20k+/mo) · Email + phone on file
warm45/100 - Aux365
Email + phone on file · Industry: Telecom
cold16/100 - ZZTEST-AGENT-EVIDENCE
Email + phone on file · Stale lead (15 days)
cold3/100
Merchant risk
Link merchants to see dispute and fraud signals.
Notifications
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Quick actions
AI Daily Brief
templateToday's priorities:
• Follow up on 12 open leads
• Advance 15 pipeline opportunities
• Review 1 statements awaiting approval
• Send proposals for deals with approved pricing