One store, two views: this board runs on the same leads data as the Leads table — nothing to re-enter. The one metric: audits booked. Follow-ups run the 7-touch cadence; when a touch lands, hit Touched and the next due date sets itself.
Sheet sync: connecting…
Inbound (checklist, photo consults, referrals) and outbound live on the same board — set the Source on the contact. Won a job? Move them to Won and record the offer — that's the number that pays for everything else.
Generated from the NEPQ sales manual for this contact's category.