Gr8 Hook
OverviewCampaignsLeads & SalesAdmin
OverviewCampaignsLeads & SalesAdmin

Client settings

Northside Roofing (demo)

View dashboard
Basics
Services
Connections
Stored encrypted in Supabase Vault. Never shown again.

Campaign → product pairing

Tell the dashboard which product or service each campaign is selling, so revenue can be paired with the right campaign.

Add a chart note

Notes show under the client's chart, so they can see why numbers moved.

Invite a user

They'll only see this client's data.

Client status

Deactivating stops nightly syncs. History is kept, so you can reactivate later.