Features
Leads, client portal, and staff requests
Sales pipeline and client-facing request workflows.
Leads
When enabled on your plan, Leads manages prospects: list and detail views, follow-ups (today / upcoming), meetings, calendar, and a lead dashboard. Browser notifications can alert you to lead activity.
Client portal
Client users can request staff for shifts, review history, and work with invoices from the client portal. Internal teams review incoming requests under Staff requests.
Tip: Lead and portal modules depend on your package and enabled modules. If you do not see them, check Billing or ask your ControlOps representative.