CCS Mission Control

Connecting…

CCS Mission Control

Sign in with your approved CCS Google account.

Team home

rights-aware

0

Calls today

Who to call next

Scroll the list · tap a lead to open

Find leads

Search Stage Owner Live / all Archive

Sort

Sort by Order

Touch / freshness

Last touch Freshness

Filters stay here so Now stays a call queue. Apply opens Pipeline with these settings.

Sales pipeline (VN)

Scroll the list · tap a lead to open

Month

Follow-ups

Calls that day

Clients needing attention first

Dispositions

Onboarding pipeline

Staff roster

owner dropdown

Assignable salespeople. Login rights need Google SSO once, then membership below.

Memberships

login rights

Lead

Call

Disposition

Note

Callback when

Contact

Name Business name Phone

Call

Stage Owner / salesperson

City Street address Timezone Preferred contact Lead source Business category Interest level Interested service Qualified Lead disposition Dropped reason First contact Summary

Import history

(no import notes)

Timeline

Add note

Set a callback?

Date & time

Reason (optional)

Add disposition

Client Service line Reason Corrective action

Add to onboarding

Client slug Stage Assignee

Client

Stage

Enter hub fields

DBA Owner Email Tier Term Biz info pending

Website menu

Niche Template / style Picker notes

GMB access

Missing agency-manager access — Localo add-business stays blocked until received_access (or n_a).

GMB status Place ID Grant method GMB notes

Connect Google (F-live) invites CCS Location Group as Manager. Fallback: People and access → invite clearchoicesystem@gmail.com as Manager, then set received_access.

Facebook access

Facebook Page access not confirmed — set received_access (or n_a) when lasting agency access lands.

Facebook status Page ID Page name Grant method Facebook notes

Connect Facebook (S7) starts Login for Business. Fallback: Business Manager → add clearchoicesystem@gmail.com with full control, then set received_access.

Instagram access

Instagram Professional access not confirmed — set received_access (or n_a) when lasting agency access lands.

Instagram status Business account ID Username Grant method Instagram notes

Connect Instagram (S7) resolves the Professional account via Facebook Login. Fallback: Meta Business Suite shared access, then set received_access.

Blockers Notes

Enrichment

Website Address

Events