CCS Mission Control

Team home

rights-aware

No pipeline lanes assigned — ask an exec to grant lane access in Admin.

Calls today

Who to call next

Scroll the list · tap a lead to open

Log a call

after every call

After every call — phone first pulls the lead, then disposition. Saves to CRM and the sales pipeline.

Phone you called

Prospect first name

Prospect last name

Business name

Lead source

City (optional)

Call type

Call outcome

Package discussed

Reason not moving forward

Next follow-up (callback)

Call notes

Company website

Demo match phones: (713) 555-0142 · (714) 555-0199 · (832) 555-0177

Find leads

Search Lane Stage Owner Live / all Archive

Sort

Sort by Order

Touch / freshness

Last touch Freshness

Filters stay here so Now stays a call queue. Apply opens Pipeline with these settings.

Sales pipeline

Search pipeline

Type to find leads · tap a row to open

Month

Follow-ups

Calls that day

Clients needing attention first

Dispositions

Scorecard

Onboarding pipeline

Staff roster

owner dropdown

Assignable salespeople. Login rights need Google SSO once, then membership below.

Memberships

Call

Disposition

Note

Callback when

Contact

First name Last name Name Business name Phone

Call

Stage Owner / salesperson

City Street address Timezone Preferred contact Lead source Business category Interest level Interested service Qualified Lead disposition Dropped reason First contact Summary

Import history

(no import notes)

Timeline

Add note

Smart number

Paste/copy at the start of onboarding when agents create the number. Persists on this deal. Ads Create account reads this Overview value (no Ads-tab field).

Smart number

Stage

Enter hub fields

DBA Owner Email Tier Term Biz info pending

Blockers Notes

Enrichment

Website Address

Events

Website menu

Niche Template / style Picker notes

Path 1 — Staff Start PLACEHOLDER — not for A2P

Finish does not auto-start. WMS is Finish hub / Path 2 — not this button.

No build yet.

Widget ID CCS domain

Repo URL Preview URL Production URL Block / abandon reason a2p_site_check JSON

Override — manual KPIs

GMB access

Missing agency-manager access — Localo add-business stays blocked until received_access (or n_a).

Ready for Ads location link (API read-back only).

GMB status Place ID Grant method GMB notes

Connect Google: OAuth Manager grant + API read-back. Missing secrets → human help (no Org-ID fallback this slice).

Facebook access

Facebook Page access not confirmed — set received_access (or n_a) when lasting agency access lands.

Facebook status Page ID Page name Grant method Facebook notes

Connect Facebook (S7) starts Login for Business. Fallback: Business Manager → add clearchoicesystem@gmail.com with full control, then set received_access.

Instagram access

Instagram Professional access not confirmed — set received_access (or n_a) when lasting agency access lands.

Instagram status Business account ID Username Grant method Instagram notes

Connect Instagram (S7) resolves the Professional account via Facebook Login. Fallback: Meta Business Suite shared access, then set received_access.

Google Ads access

Google Ads is not ready to build — clear account, billing invite, card, and verification before ready_to_build (or n_a). Smart number on Overview is optional for create-account / create-campaign.

Ads status Customer ID Manager customer ID Billing email Grant method Verification Verification due Card owner confirmed Photo consent Ads notes

Step 1 — Create account

Step 2 — Create campaign

Builds a PAUSED Performance Max campaign only (never goes live from here). Needs a customer id from Step 1.

CCS Mission Control

Team home

Who to call next

Log a call

Sales pipeline

Follow-ups

Calls that day

Clients needing attention first

Dispositions

Onboarding pipeline

Staff roster

Memberships

Lead

Disposition

Contact

Import history

Timeline

Set a callback?

Add lead

Send onboarding link

Add disposition

Add to onboarding

Client

Smart number

Enter hub fields

Enrichment

Events

Website menu

Path 1 — Staff Start PLACEHOLDER — not for A2P

GMB access

Facebook access

Instagram access

Google Ads access