SALES
CODE2LABS / DASHBOARD
Command Centre
Your sales, delivery and revenue overview.
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BUSINESS OVERVIEW
Good decisions start with a clear pipeline.
Track every enquiry from first contact to revenue, delivery and renewal.
NEXT ACTIONS
Upcoming follow-ups
PROJECTS
Delivery
FINANCE
Recent invoices
SUPPORT
Open tickets
Lead Inbox
Facebook, Instagram, WhatsApp, website and manual enquiries.
| Lead | Interest | Source | Value | Stage | Follow-up |
|---|
Sales Pipeline
Move opportunities through the full Code2Labs sales cycle.
Management Reports
Conversion, lead source, revenue and delivery performance.
LEAD ACQUISITION
Lead sources
REVENUE
Revenue by client
Team & Permissions
Manage CRM users and staff roles.
| Name | Role | Status | Joined |
|---|
Facebook & Instagram Leads
Connect Meta Lead Ads to send new enquiries directly into this CRM.
Configure the same verify token in Meta and as the META_VERIFY_TOKEN Pages secret. Add your Page access token as META_PAGE_ACCESS_TOKEN.
Production Checklist
✓Cloudflare D1 database
✓Secure HttpOnly sessions
✓PBKDF2 password hashing
✓Meta Lead Ads webhook endpoint
○Add WhatsApp Cloud API credentials
○Add transactional email provider