Pipeline funnel

By workflow type

Rep leaderboard

Recent submissions

Rep action

VA action

Automated (Make.com + GHL)

Email + Letter

VM Drop (Slybroadcast)

All reps Sort by rep Sort by date Appointments first

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My Day

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Daily Activity Report

Calls logged · letters printed · emails sent — per rep, per day

Select a date above to load the report

Templates

Edit the body text that prints on each letter

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💡 To add template names: go to Supabase → Table Editor → letter_templates → Add column → name it title, type Text, nullable. The name field will appear here automatically after that.

Delete

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Reset to starter copy

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Delete

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Delete

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📱 Slybroadcast tip: Record one audio file per script. The text below is your recording guide — use [OWNER NAME], [ADDRESS], [REP NAME] as spoken cues you'll sub in live or record generically.

Delete

+ Add test letter 📅 Reschedule 🖨 Print selected