CLIENT DIRECT

Admin Login

Having trouble?
• Check browser console (F12) for debug info
• Click "Check Key Status" to verify configuration
• Contact your administrator if the API key has changed

CLIENT DIRECT

All Leads

Imported Leads

Click Refresh to load imported leads

Partners & Sales Representatives

Rep Performance Leaderboard

Lead Status Distribution

Recent Activity Alerts

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File Manager

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Dashboard Settings

Brand Logo

Upload an SVG logo to replace the default dashboard name

Drop your SVG logo here or click to browse

Logo Preview

Apply Animated Gradient

Select which part of your logo should have the animated gradient

Use CSS selector format: .classname or #id

Gradient Preview

Accent Colors

Customize the colors used throughout the dashboard

Navigation Background

Customize the header/navigation background color

Navigation Gradient

Customize the animated gradient under the navigation bar

Navigation Link Styles

Customize the appearance of navigation buttons and links

Status Badge Styles

Customize the appearance of status badges throughout the dashboard. Click "Save All Settings" to apply changes.

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Edit Lead

Contacts

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Assign Lead to AE

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Add New Lead

Contacts

No contacts added yet. Click "Add Contact" to add decision makers.

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Import Leads from CSV

Upload a CSV file with columns: company_name, contact_name, contact_title, email, phone, industry, location, signal_type, score, website, linkedin_url, rationale

Note: Imported leads are stored in a separate table (imported_leads) to keep them separate from Clay leads.

Import Results

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Add New Partner

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Edit Partner

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Add New Sales Representative

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Edit Sales Representative

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Reset AE Password