Dashboard
📅 Upcoming appointments
📝 Latest notes
Leads
No leads found. Create your first lead!
Click a cell to edit · Enter to save · Esc to cancel · → opens the lead
Upcoming appointments
Import leads
1. Upload file
Excel (.xlsx, .xls) or CSV. First row must be column headers. Download template
2. Match columns
| File column | Sample values | Import as |
|---|
Settings
Custom fields
Define extra fields that appear on every lead (e.g. Region, Crop type, Farm size).
Team activity
Activity log
Users
Add user
Team
Roles & permissions
A user's permission comes from their role. Edit a role's permission level below.
💡
Tap any field card to edit details inline
👥