Dashboard
Sales pipeline at a glance
Pipeline by Stage
| Stage | Jobs | Quote Value | Needs Value | Un-quoted |
|---|
Recent Jobs
| Job | Customer | Stage | Value |
|---|
Upcoming Scheduled Emails
| Contact | Email Type | Scheduled |
|---|
Pipeline
Manage jobs across department boards
Customers
Manage all CRM customers and their jobs
Outbox
Review and send customer emails. Drafts are created automatically when contacts move through the pipeline.
Pipeline Editor
Configure boards, stages, and automations for your pipeline
Email Templates
Customize the message body of each automated email. The branded header and footer stay locked.
Marketing Campaigns
Send bulk marketing emails to a filtered customer audience. Unsubscribe handled automatically.
Trash
Items in the trash auto-purge after 90 days. Restore or permanently delete below.
Feedback
Report a bug or request a feature. The owner is notified of each new submission.
Submit
Submissions
My Profile
Your account info. Changes to name and email only affect your own account.
Account
Change Password
10 characters minimum, with at least 3 of: lowercase, uppercase, digit, symbol.
Forgot your current password? Email me a reset link — uses the email on file above.
Settings
Configure email and admin settings
Email Configuration
mail.bigfootmobilesystems.com) so marketing reputation can't drag down transactional inbox placement. Leave blank to fall back to the transactional sender.Business Timezone
Used for all scheduling (aftercare emails draft at 9:00 AM local) and for showing timestamps in local time.
Cloudflare Turnstile (Anti-Spam)
Protects all public forms (contact, career, dealer, savings, newsletter). Get keys at dash.cloudflare.com → Turnstile.
Login Verification (SMS / Voice MFA)
When all three Twilio Verify values are set, every admin must confirm a code (SMS, with voice fallback) at login. Leave blank to keep password-only login. Create a Verify service at console.twilio.com → Verify.
Change Password
10 characters minimum, with at least 3 of: lowercase, uppercase, digit, symbol.