Need access or forgot your password? Ask David or Shannon.
ACCSES New Business Tracker
Goal progress
$0
0% complete
Win-backs New business
0%
Won $ (counts)$0
Open pipeline $$0
Lost bids $$0
Open leads0
Won deals0
Lost deals0
Win rate–won ÷ (won + lost)
Needed per month–
Created
0 selectedDeleted items go to the Change Log and can be restored by an admin.
Agency / company
Owner
Product / service
Stage
$ Amount
Goal
Next follow-up
Exp. close
Created
PO #
0 selectedPeople stay in the CRM; they just lose the link to a deleted company. Deletions can be restored by an admin.
Parent company
Division
Address
City / state
County
Customer type
Frequency
Owner
Last check-in
Next visit due
People
Notes
0 selectedDeletions go to the Change Log and can be restored by an admin.
Full name
Parent company
Division
Title
Email
Phone
County
Last check-in
User created
Date created
Notes
You can only check in while you're at the customer's location. Tap the button above and allow location access.
Who did you meet? (optional)
Note (optional)
My recent check-ins
From
Won / created between
Won $ by month vs. pace needed
Won $ by owner
Leads by owner
Won $ by product / service
Open pipeline $ by stage
Won $ by sector
Won $: recurring vs. one-time · win-back vs. new
Fromto
Every add, edit and delete (leads, companies, people, notes, check-ins, settings, users) is recorded automatically by the database. The log can't be edited or cleared.
When
Who
Category
Action
Subject
Details
Adding someone here gives them access to the tracker. Their sign-in itself (email + password) is created in Supabase under Authentication → Users. Never send passwords by email.
Date
Full name
Request title
Description
Tradeshow
Status
Entered by
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Goal
Check-in rules & reports
A check-in counts as on-site when the phone is within the radius plus its GPS accuracy (never more than the radius + the weakest GPS allowed). Anything farther is still recorded, but as an exception, and shows up on the blocked check-ins report.
Dropdown lists (one per line; users can only pick from these)
New lead
Account
Opportunity
Won / lost
Counts toward the goal?
Notes
History
New marketing request
Add person
Import leads
New company
Map pin (used for check-ins)
Date last check-in
Check-in dates
People at this company
Notes
History
New person
Tip: put notes on the company when they're about the account, so nothing is lost when someone retires.
