Leads

Everyone who submitted the form.

Name	Phone	Location	Submissions	Last

Pipeline

Each card is one submission (transaction). Drag between stages.

Cash floats, purchases, and remaining balance per appraiser.

Name	Funded	Spent	On hand	Purchases

Base price and buy % per metal — drives the website calculator and the appraiser calculator.

Edit the website's text and replace its images.

Invite people and control what they can access.

Email

Name

Role

Admin = full access · Editor = content & leads · Viewer = read-only · Appraiser = pipeline + log payments.

Name	Email	Role	Status	Last login