Private operating center

Welcome back

Sign in with the access provided by your portfolio administrator.

Account invitation

Set up your account

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Command menu

Go anywhere. Start common work.

Use ↑ and ↓ to move, Enter to choose, and Esc to close.

Manage user

Business access


Business setup

Add a business

Leave facts blank until they are confirmed. Logos stay in private business storage.

General

Access

Documents

Contact

Add a contact

An email address or phone number is required.

Manual activity

Log a call or email

Record a concise operational summary. Do not paste message bodies, transcripts, sensitive payment data, or recordings.

Structured website content

Add content

All fields are plain text or controlled choices. Saving creates a new immutable draft version and does not change the live website.

Public media

Upload image

JPG, PNG, WebP, or reviewed SVG up to 15 MB. Sources and drafts stay private; publication promotes only referenced variants.

Crop guidance

Keep the important area visible

Set the preferred focus for cover crops. The preference is saved with the draft media record; each brand theme still controls its final layout.

16:9
Wide cover
1:1
Square cover

Contacts

Review duplicates

Exact email and normalized phone matches are shown. Choose the contact to keep; merging preserves both audit records and moves related records to the survivor.

Visitor journey

Visitor profile

Possible matches

Merge and split history

Continuous journey

Controlled conversion

Add goal

Ordered controlled events

Add funnel

Steps

A person must reach each event in order. Occurrences can model repeat outcomes.

Lead

Add a lead

Job

Add a job

Task

Add a task

Financial document

Add a document

Line items

Manual payment

Record payment

Audit required

Confirm financial change

Private file

Upload a file

PDF, text, common Office files, JPG, PNG, WebP, and HEIC are accepted up to 15 MB.