Dashboard

Overview of your intake forms and leads.

Total Submissions

0

Last 30 days

Enterprise Leads

0

High-value opportunities

Conversion Rate

0%

To qualified leads

Avg. Lead Score

0

/1000

Lead Distribution by Tier

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Submissions by Service Category

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Projects

Manage your intake projects.

+ New Project

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Create New Project

Fill out the details below to create a new client project.

Client / Project Name *

Template Key

Lead Tier Select tier… Starter Standard Professional Enterprise

Source Select source… Referral Social media Paid ads Other

Cancel Create Project

Submissions

Track and manage all incoming leads.

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Analytics & Reporting

Detailed insights into your lead generation.

Submissions (30D)

0

Enterprise Leads (30D)

0

Conversion Rate

0%

Avg Lead Score

0

Lead Distribution by Tier

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Submissions by Service Category

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Templates

Browse available intake form templates.

All Templates Entertainment Nonprofit Food Beauty Real Estate Transportation General

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Team Management

Manage team members, roles, and permissions

Invite Member

Role Permissions

Owner – Full access, billing

Admin – All except billing

Staff – Manage projects

Viewer – Read-only

Member	Role	Status	Last Active	Actions
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Pending Invitations

No pending invitations

Activity Log

Timeline of all actions across the intake portal

Export

Type All Types Submissions Projects Team System Authentication

Severity All Info Warning Error Success

Date Range Last 7 days Last 30 days Last 90 days All time

Search

Apply

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Automation Rules

Create rules to automate workflows based on triggers

New Rule

Active Rules

0

Paused Rules

0

Executions (7d)

0

Success Rate

—

Rule	Trigger	Action	Last Run	Status	Controls
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Integrations

Connect with external tools, email, CRM, and webhooks

Email (SMTP)

Send notification emails

Not configured

Configure

Webhooks

Push events to external URLs

0 endpoints

Manage

Slack

Post to Slack channels

Coming soon

Connect

CRM

Sync with HubSpot, Salesforce

Coming soon

Connect

API Keys

Manage API access tokens

1 active key

Manage

Webhook Endpoints

+ Add Endpoint

URL	Events	Status	Actions
No webhook endpoints configured

Settings

Configure your intake portal branding and profile.

🎨 Branding

Portal Name

Accent Color

Save Branding

🔐 Change Password

Current Password

New Password

Confirm New Password

Update Password