Needs attention now
Update client proposal
Overdue · Sarah · Consulting Ltd
Next session
Monthly Webinar — June
Jun 22 · 38 registered · Tech Startup
Campaign alert
Listing Alerts — low open rate
41% opens · Real Estate · needs review
GHL sync
All systems connected
Last sync 2 min ago · 1,847 contacts
Upcoming sessions
3
Next: Jun 22
Active campaigns
12
68% avg opens
Total contacts
1,847
43 this week
Pipeline value
$48k
6 active deals
234 contacts
2 campaigns
3 tasks
88 contacts
3 campaigns
2 tasks
156 contacts
2 campaigns
4 tasks
310 contacts
1 campaign
1 task
Sarah registered for June Monthly Webinar GHL webhook
2 minutes ago
Email campaign Retail Co — June Promo sent to 234 contacts
18 minutes ago
Task Update client proposal is now overdue Auto
1 hour ago · Assigned to Sarah
5 contacts added to Tech Startup — Onboarding sequence GHL
3 hours ago
Deal Gulshan Apartment — David Chen moved to Proposal
Yesterday, 4:30 PM
James completed task Fix checkout bug
Yesterday, 5:42 PM
3 overdue tasks
Including client proposal — 2 days late
Urgent
Webinar attendance unmarked
May session — 51 registrants pending
Review
Campaign open rate low
Listing Alerts — 41% (target: 55%)
Review
Post needs approval
LinkedIn — Webinar reminder for Jun 21
Pending
Email follow-up sequence
E-commerce · Cart abandonment
Auto
LinkedIn post — webinar reminder
Tech Startup · needs approval
Pending
Monthly Webinar — June
Tech Startup · 38 registered
Session
Email: Real Estate listings
Real Estate · 310 contacts
Auto
Task Priority Status Business Assignee Created Due Done on
New content
Reset
All content
Board
Content Type Business Status Date Time
Reset filters
Filters active — some content may be hidden
New session
Import Zoom CSV
All businesses Retail Co Tech Startup
All types Webinar Weekly meeting Zoom session
Session name Type Date Business Registered Attended Rate Status
Monthly Webinar — June Webinar Jun 22, 2026 Tech Startup 38 — — Upcoming View
Weekly Team Meeting #24 Weekly Jun 17, 2026 All 12 10 83% Done View
Monthly Webinar — May Webinar May 20, 2026 Tech Startup 51 — Pending Mark attendance View
Monthly Webinar — April Webinar Apr 22, 2026 Tech Startup 44 27 61% Done View
Retail Onboarding Zoom Zoom Apr 10, 2026 Retail Co 18 15 83% Done View
New campaign
All businesses Retail Co Tech Startup Consulting Ltd E-commerce Real Estate
All statuses Active Paused Completed
Campaign Business Contacts Emails Open rate Clicks Status
June Promo Sequence Retail Co 234 3 72% 31% Active View
Onboarding — SaaS Tech Startup 88 5 81% 44% Active View
Webinar Follow-up May Tech Startup 31 2 58% 19% Active View
Cart Abandonment E-commerce 156 4 63% 28% Active View
Q1 Investor Update Consulting Ltd 42 1 55% 12% Paused View
Listing Alerts Real Estate 310 8 41% 9% Active View
Schedule post
Content Platform Business Scheduled Status
June sale announcement — 20% off all items Instagram Retail Co Jun 20, 10:00 AM Scheduled Edit
Webinar reminder — join us this Wednesday LinkedIn Tech Startup Jun 21, 9:00 AM Needs approval Edit
New listing in Gulshan — 3BR apartment Facebook Real Estate Jun 22, 2:00 PM Scheduled Edit
Weekend flash deal Instagram E-commerce Jun 15, 11:00 AM Published View
New project
All statuses Active Paused At risk Completed
Sessions
Linked content
Tasks
Notes
Add session
Cross-session attendance
New lead 8
Sarah J. — Consulting
$2,400 · Jun 18
David C. — Real Estate
$8,500 · Jun 19
Contacted 6
Nadia R. — Retail Co
$1,200 · Jun 15
Proposal 3
James O. — Tech
$5,000 · Follow up needed
Negotiation 2
Tech Startup deal
$12,000 · Jun 10
Won 5
Retail Co — June
$3,200 · Closed
234 contacts · 2 campaigns · 3 tasks
88 contacts · 3 campaigns · 2 tasks
156 contacts · 2 campaigns · 4 tasks
310 contacts · 1 campaign · 1 task
New note
Webinar follow-up script
After each webinar, send the recording within 24 hours. Add attendees to the nurture sequence. Non-attendees get a separate "you missed it" email.
Jun 18, 2026 · Tech Startup
GHL webhook setup notes
Webhook URL: apps.script.google.com/... Contact event triggers: contact.create, contact.update, opportunity.status.
Jun 17, 2026 · Integration
Jessica onboarding checklist
Show her: contact filters, how to mark attendance, where to download export, updating campaign status. She only needs Tasks and Sessions tabs.
Jun 15, 2026 · Team
New note
AK
Arif Khan
Admin · GHL Manager
Change photo
Backend connection (data storage)
This is what makes your data survive a refresh and work from any device. Paste the Web app URL from your Google Apps Script deployment below.
Apps Script Web app URL
Save & connect
Test connection
Not connected — local only
Don't have this yet? Download the setup file and follow the steps inside — it's free and takes about 10 minutes.
GHL webhook
Once your backend is connected, paste this same Apps Script URL into GHL → Settings → Notifications → Webhook to push attendance tags automatically. (Phase 2 — not active yet.)
Connect a backend URL above first
Not connected yet
Team access
Who can see this dashboard?
Jessica
Tasks + Sessions only
Editor Invite team member
Zoom integration
Import attendance automatically after each session.
Connect Zoom accountOr: use "Import Zoom CSV" in the Sessions tab after each webinar.