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Pending Verification
Records awaiting rep action
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Master Customers
Verified, ready to mail
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Active Bids
In pipeline right now
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Box Follow-Ups Due
Sample boxes needing follow-up
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No Longer Employed
Tracked & bucketed separately
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Overdue Bids
Past due date, not won/lost
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Open SOSA Requests
Active requests pending action
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Sample Campaigns
Active box campaigns available
📦 Box Mail Follow-Ups Due
| Account | Company | Box Sent | Follow-Up Due | Campaign | Rep | Action |
|---|---|---|---|---|---|---|
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All Modules
Customer Verification
Upload lists, verify accounts, flag for follow-up, mark no longer employed. All data syncs live to NocoDB.
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Verified
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Flagged
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Total Records
Bids & Contracts
Track bids by department, status, and due date. Win/loss tracking, credentials vault, pipeline view.
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Won
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Pipeline $
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Win Rate
Box Mailing
Track sample box sends, follow-up tasks in NocoDB, target by business type for campaigns.
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Boxes Sent
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Follow-Ups Due
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Completed
Bid Email Verifier
Monitor mailbox for bid emails, AI-powered extraction and verification, auto-create bid records.
Bid Intelligence
Dashboard, pipeline analytics, performance trends, calendar view of all bid due dates.
Recent Activity
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Bid Pipeline
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