Follow-ups you add on a lead appear here automatically.
{{ followDueTotal }} due now
Message already written. One tap opens WhatsApp with it filled in.
{{ f.name }}
{{ f.stageLabel }}
{{ f.badgeText }}
{{ f.attemptLabel }} · {{ f.waitText }}
Destination {{ f.destination }}
Owner {{ f.rep }}
Phone {{ f.phone }}
{{ f.sendLabel }}
Call now
Snooze 2 days
Stop for this stage
Nobody is waiting on you
Follow-ups appear here once a lead has sat in its stage past the delay you set in Settings.
{{ scopeLabel }}
Clear
{{ m.label }}
{{ m.value }}
{{ m.sub }}
Enquiries by week
{{ weekDelta }}
{{ w.count }}
{{ w.label }}
Average booking
{{ avgBookingLabel }}
per won trip
Most wanted
{{ d.label }}{{ d.count }}
Going cold
{{ staleCount }} open leads with no contact in over a week
{{ st.name }}
{{ st.destination }} · {{ st.stage }}
{{ st.owner }}
{{ st.quiet }}
Which forms actually convert
{{ fp.name }}{{ fp.leads }} leads{{ fp.winPct }}% won
Pipeline by stage
{{ s.label }}
{{ s.count }}
Lead sources
{{ src.label }}{{ src.count }}
Top campaign: {{ topCampaign }}
Why we lose
{{ lr.label }}{{ lr.count }}
Team
{{ r.initials }}
{{ r.name }}
{{ r.open }} open
{{ r.won }} won
M
Luxury Unlocked Travel
Meta Business Account · ID 4092 5518 7734
Connected
Reconnect
Page
Luxury Unlocked
Webhook
leadgen · Active
Token expires
Dec 14, 2026
Shared database (recommended)
Both reps see the same leads, stages and notes
1Follow the setup guide — create a free Supabase project and paste in the ready-made SQL.
2In Supabase: Settings. On Data API copy the Project URL; on API Keys copy the Publishable key (sb_publishable_…).
3Paste both below, connect, then send a test lead to confirm the pipe works.
Connect database
{{ beCount }} leads live · synced {{ beLastSyncLabel }}
{{ beHostShort }} · writes saved for both reps
{{ testLabel }}
Refresh
Disconnect
{{ beError }}
Signed in as {{ authEmailUser }}
Leads are readable only by invited accounts
Sign out
Delivery check
Works out which link stopped — Meta, Make, or the database
{{ diagLabel }}
{{ diag.title }}
{{ diag.body }}
{{ c.mark }}{{ c.label }}{{ c.detail }}
Check these, in this order
{{ f.n }}{{ f.text }}
Forms sending leads
Every form with a Make scenario pointed at this database shows up here on its own
{{ f.name }}
{{ f.campaign }} · {{ f.lastLabel }}
{{ f.leads }}
leads
{{ f.won }}
won
No leads yet — connect a form in Make and it will appear here.
Who's using this computer
Your notes, stage changes and tasks get signed with this name
{{ m.initials }}
{{ m.name }}
Lead owners
Rename an owner and it updates everywhere — inbox, pipeline, dashboard, and your colleague's screen too
{{ t.initials }}
{{ t.open }} open
Pipeline stages
Add your own stages, rename them, or reorder the pipeline. New, Won and Lost are fixed.
▲
▼
{{ sr.count }}
✕
Add stage
{{ stageError }}
Stage follow-ups
A lead sitting in a stage past its delay shows up under Follow-ups with this message ready to send. Second nudge comes 3 days later, third after 5, then it asks you to call instead. Nudges pause automatically if a rep adds a note, and hold outside 9 am to 8 pm IST.
{{ fr.label }}
after
days
{{ fr.toggleText }}
Placeholders: {first} first name · {name} full name · {destination} · {rep} lead owner
Send qualified leads back to Meta
Refresh
When a lead reaches one of these stages, the CRM queues a conversion event. Make posts it to Meta so campaigns can optimise for leads your reps actually qualify — and so you can build lookalikes from them.
{{ ms.label }}
Attributable
{{ metaEligible }}
Queued
{{ metaPending }}
Sent
{{ metaSent }}
Failed
{{ metaFailed }}
The meta_events table doesn’t exist yet, so events can’t be queued. Run the setup SQL below in Supabase once.
{{ metaSqlLabel }}
{{ metaSql }}
Lead sources
The choices offered when you add a lead by hand. Ad leads keep the source Meta sends.