Welcome back
Your accounts
Your work
Team pulse
Last 30 days · context for your personal numbers above
Team pulse
Last 30 days · context for your personal numbers above1 · Input
Pipeline
| Company | ICP | ENG | Status | Stage | Vertical | Opp Type | Owner | Next step |
|---|
Pipeline Forecast
Weighted quarterly bookings across every active lead. Commit = Verbal+Signed · Best = Negotiation+ · Pipeline = Discovery+.
Team Activity Dashboard
Touches + calls + coverage across MR owners and partners. Attribution by the current mr_owner on each contact - when ownership reassigns, the activity follows the contact.
By MR owner
By partner
Engagement leaderboard
Top loss reasons
Account News
AI-scored material news across your watched accounts. Watch an account from its lead drawer to add it here; scores are MR relevance out of 10.
Project Build
Capture project scope, generate a quote, route to delivery for validation.
Sales toolkit
Discovery questions (Situation / Pain / Trap)
Anticipated objections
Reference points
Live Projects
Accounts in active delivery. Set quarterly OKRs, track progress, manage the engagement.
Account expansion
Where you've landed + where you can grow. Map contacts, capture intel, then promote a target into the pipeline when it's ready.
Directory
Every account + every contact across MR. Search by name, email, title, or company.
Settings
Manage MR teammates, profile picker, and integration status.
Every name here appears in owner dropdowns (Pipeline, Qualify, Lead drawer) + the profile picker. Deactivating preserves the row so historical lead.owner references still resolve; deleting is permanent.
Connection status for the three external services this app depends on. Configured at the Railway level - restart after changing env vars.
Jeff's best-practice guidance (the soft layer; pricing facts read live from the code). Edits take effect on the next chat turn - no deploy needed.
Standard markdown. Headings, lists, bold, code blocks all fine. Keep guidance concrete + specific - "When the client says X, respond Y" beats abstract principles.
Edit the values that appear in every dropdown across the platform (Regions, Industries, Territories, Sales stages, Lead statuses, etc.). Changes save immediately and apply to every form and filter on the next refresh.
Quarterly targets for leadership visibility. Set plan + actual numbers per metric, with team totals and per-owner splits. Numbers save the moment you leave each field.
Recurring AI jobs that run on a schedule (a cron / Railway
scheduled job calls run_scheduled.py --today). Run
any of them on demand below and read the last output. Agent jobs
show the tools they used.
Partners
Partner orgs we work WITH (Braze, Snowflake, Hightouch, etc.) - distinct from leads we sell to. Contacts carry territory / region / country / industries / tier / sentiment / seniority metadata.