Dashboard
Closed YTD
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Active pipeline
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Clients
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Open next steps
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Pipeline by service
Upcoming activities
Today
To Comment in Patruno's Daily
Actions for Today
Scheduled Meetings
Things to Do
Prospecting
Accounts and contacts for prospecting. Ready to integrate with your Claude skill.
Clients
Pipeline
Projects
Delivery tracking for won deals. Auto-created when a deal is marked Won.
| Date | Type | Client | Description | Attendees | Notes | Next steps |
|---|
Account Plans
Accounts → Contacts · Next Steps (CP / Sergio / SF AE)
Alerts
Next steps overdue or due within 2 days. Mark as done to clear them.
Reports
Closed this year
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Closed Q1
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Closed Q2
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Revenue by service (YTD)
Closed deals
| Client | Service | Value | Close date |
|---|
Settings
Google Drive sync
1
Google Apps Script URL
Paste the web app URL from your Google Apps Script.
2
Security token
Must match MI_TOKEN in your Apps Script.
3
Sync status
Not configured.
4
Your name
Google Drive sync
3
URL hoja Backup (Backup Salestracker CRM)
Pega aqui la URL del Apps Script de tu hoja de backup. Esta hoja recibira exactamente los mismos datos que Salestracker CRM cada vez que pulses "Guardar backup".
Backup local
Guardar backup
Crea una copia de seguridad de todos tus datos en este dispositivo, independiente del sync con Drive. Tienes doble proteccion: Drive + backup local.
Sin backup guardado aun.
Data