EZ
EZ Low Voltage
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EZ
EZ Low Voltage
v2.0
Sales
Dashboard Pipeline Follow-ups Inbound Leads Proposals Outreach Outreach Queue Reports
Operations
Jobs Schedule Technicians
Directory
People Companies Buildings
Dashboard
Total Pipeline Value
$0
Active Deals
0
Proposals Out
0
Follow-ups Due
0
New Inbound (30d)
0
Outreach Due
0
Needs Attention
0
Needs Attention0
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Follow-ups Due Today
No follow-ups due today.
Proposals Awaiting Response
No open proposals.
Outreach Overdue
No overdue outreach.
Recent Inbound Leads
No recent inbound leads.
Pipeline by Stage
Recent Activity
Lead0
Site Walk0
Proposal Sent0
Negotiation0
Closed Won0
Closed Lost0
Deal Activity
ContactBuildingStageFollow-up DateStatus
No follow-ups scheduled.
Outreach follow-ups due
ContactStageSince
No outreach follow-ups due.
Follow-up Activity
DateNameRoleBuilding / AddressUnitsSystemsStatus
No inbound leads yet.
Inbound Activity
BuildingContactQuote #ValueDate SentStatusSignature
No proposals yet.
Proposal Activity
NameRoleCompanyLast ContactedNext Follow-upTotal Contacts
No contacts on warm list yet.
DateContactTypeSummaryNext Follow-up
No contact log entries yet.
NameStageSinceDue
No one is in the email sequence yet.
Outreach Activity
–
StreetBoroughUnitsBuiltContacts
Set your filters and click “Find Targets” to build a queue.
First Name ↕ Last Name ↕ Role ↕ Tier Company Buildings ↕ Phone ↕ Email ↕ Source ↕
No people yet.
People Activity
Company ↕ Type ↕ People ↕ Buildings ↕ Phone ↕ Email ↕ Source ↕
No companies yet.
Company Activity
to
Total Pipeline Value
$0
Closed Won Value
$0
Avg Deal Size
$0
Close Rate
0%
Funnel — Outreach to Won
Conversion by Deal Source
Pipeline by Stage
Pipeline by Borough / Market
Deals by System of Interest
Deals by Source
People by Source
Closed Won Deals
Schedule Activity
Job Activity
Technicians
Crews
Street ↕ Borough ↕ City ↕ ST ↕ Zip ↕ Type ↕ Units ↕ People Deals Source ↕
No buildings yet.
Building Activity
New Job
New Deal
—
—
Update Phase
Edit Job Assignment
Unsaved Changes
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Document
Open in Drive ↗
New Person
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New Company
No buildings yet — add buildings first.
New Building
New Company
No buildings yet — add buildings first.
New Building
New Deal
Drop a file here, or click to upload — PDF, image, email, or text
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Detail
Export Report
Filters
— records
Columns — choose what to include
Report Preview
Settings
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Log Contact
✓ Contact log saved.
✓ New deal saved. Now update and save the contact log above.
New Deal
✓ Deal saved and linked to this contact log entry.