Client Pipeline
Leads & Training Capacity
See where every inquiry stands, what needs to happen next, and the full history of client contact. Training approval and capacity remain connected to the same lead record.
Private staff dashboard: Training and lodging inquiries are stored in shared server-side storage. Update the status after every contact so the whole team knows what needs to happen next.
Abbie active today0 / 8
Joe active today0 / 8
48-hour holds0
Training needs review0
Lodging needs review0
Lead Pipeline
Training Leads
| Loading leads… |
Capacity
Upcoming Trainer Load
Abbie
0 / 8 Starts Monday–Friday
Joe
0 / 8 Starts Tuesday–Friday