Private operating center

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Operating center

Cherry Pear Moody

Portfolio Contacts Leads Work Jobs Tasks Documents Files Businesses Users & access My account

Current business

Cherry Pear Moody

Portfolio Contacts Leads Work Jobs Tasks Documents Files Businesses Users & access My account

Current business

Your access

Business workspaces

Only the businesses assigned to your account are shown here.

Needs attention

Portfolio dashboard

Portfolio administration

Businesses

Search business access and intake state, pause operations, or preserve a workspace in the archive.

Search businesses Business state

Business workspace

Needs attention

Business dashboard

Business setup

Manage contacts Manage leads Open work queue Manage jobs Manage tasks Manage documents Manage files

Business workspace

Contacts

Search contacts Contact archive

Business workspace

Leads

Search leads Lead status Spam view Lead archive

Bulk lead action Bulk assignee Bulk status

Lead

Back to leads

Website inquiry

Form submission

Lead details

Status Assignee Service Follow-up date Summary

Mark as spam and remove from the work queue

Add internal note

Note

Notes

History

Attention queue

Work

Queue

Business workspace

Jobs

Search jobs Job status

Business workspace

Tasks

Search tasks Task status

Financial workflow

Documents

Search documents Document type

Financial audit history

Issued records and original payments are never rewritten. Corrections, reversals, voids, and deleted drafts remain attributable here.

Private storage

Files

Downloads use one-minute private access. Files attached to issued financial records cannot be removed.

Portfolio administration

Users & access

Invite people and manage identity, access, account state, and sessions.

Add a user

Full name Email Role

Business access

A seven-day setup link will be shown after the invitation is created. Share it with the intended person through a trusted channel.

Setup link

Enforced access

Permission matrix

Action	Portfolio admin	Business admin	Team member

Personal settings

My account

Update your identity, password, and signed-in devices.

Profile

Full name Email

Change password

Current password New password

Changing your password signs out your other sessions.

Active sessions

Review where your account is signed in.

Manage user

Full name Email Role

Business access

Disable this user

Setup link

New password

Business setup

Add a business

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

General

Business name Timezone Contact name Contact email Contact phone Website URL Address line 1 Address line 2 City State or region Postal code Services One per line Business logo JPG, PNG, WebP, or HEIC; up to 5 MB

Access

Manage user access

Public intake

Configuration does not change a public website. Activate only after its form posts to the displayed form key.

Allowed fields One exact field name per line Allowed website origins One HTTPS origin per line Consent text Turnstile site key Success URL Form key

Activate public intake

Documents

Default tax rate (%) Document prefix Invoice due in days Default document terms

Contact

Add a contact

An email address or phone number is required.

Full name Email Phone Address line 1 Address line 2 City State or region Postal code Internal notes

History

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.

Lead

Add a lead

Contact Assignee Service Follow-up date Summary

Job

Add a job

Customer Status Service Assignee Appointment date and time Price (USD) Location Internal notes Completion notes

Task

Add a task

Task title Owner Due date Priority Status Related record type Related record Notes

Financial document

Add a document

Issued documents are preserved. Use the actions below to record decisions, payments, corrections, or a void.

Type Customer Related job Due date Discount amount Tax rate (%) Requested deposit Terms

Line items

Payment history

Audit history

Manual payment

Record payment

Amount Payment date Method Reference Notes Correction reason

Audit required

Confirm financial change

Reason

Private file

Upload a file

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

File

Related record type Related record