Stage Configuration

Add User to Stage

Stage
User
{{st.text}} {{(configs | filter:{stage: st.key}).length}} users
No users assigned to this stage.
{{u.first_name}} {{u.last_name}} {{u.email==true ? 'On' : 'Off'}}

Add Prospect

Company
Company Name
Source
Contact
First Name *
Last Name *
Email *
Phone
Mobile

Share Your Sales Front

Your Sales Agent
Agent Name:
{{a.name}}
Email:
Phone:
Contact Forms
Landing Page
https://connect.clockwyz.io/interest-request/landing/{{aid}}

Website Embed

<div style="position: relative; width: 100%; padding-bottom: 75%; height: 0; overflow: hidden;">
    <iframe src="https://connect.clockwyz.io/interest-request/embed/{{aid}}"
            style="position: absolute; top: 0; left: 0; width: 100%; height: 100%; border: none;"
            allowfullscreen
            loading="lazy">
    </iframe>
</div>

Sales Front

Import
Stages
{{st.text}} {{(allprospects | filter:{status:st.key}:true).length}}
No Prospects Yet

Add a prospect or share your sales front to start collecting leads.

No matches for "{{prospectsearch}}" with the current filters.

{{cp.first_name}} {{cp.last_name}} {{getStatusName(cp.status)}}

{{(cp.first_name || '?').charAt(0).toUpperCase()}}{{(cp.last_name || '').charAt(0).toUpperCase()}}
{{cp.first_name}} {{cp.last_name}}
{{cp.org}}
Stale lead
{{cp.email}}
{{cp.phone}}
{{cp.mobile}}
Source:{{cp.source}}
Acquired:{{cp.create_at | date:'MM/dd/yyyy'}}
Last contact:{{cp.last_contact ? (cp.last_contact | date:'MM/dd/yyyy') : '—'}}
Assignee
Stage
Company
Company Name
Source
Contact
First Name
Last Name
Email
Phone
Mobile
Address
Address 1
Address 2
City
State
Zip Code
No Notes Yet

Capture call summaries, follow-up reminders, and prospect details here.

{{n.author}} · {{n.note_date | date:"MM/dd/yyyy"}} Today at {{n.note_date | date: "hh:mm a"}}
Upload Document
Document Name
{{currentfile.name}}
{{docs.length}} Documents
No Documents Yet

Attach proposals, contracts, and reference files for this prospect.

{{n.author}} · {{n.create_at | date:"MM/dd/yyyy"}} Today
{{n.title}}
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