Bpluz Leads

Business	Segment	Town	Score	Route	Email	Phone	Web	Social	Stage	Contact	Notes	Follow-up	Rating	Outreach	Reached by

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This dashboard is how we find and reach out to businesses (Providers) and companies (Clients) for Bpluz. It's a private tool — nothing here is visible to the public, and everything you do here is saved for the whole team to see.

👥 Providers vs Clients

The two buttons in the top-right switch between the two kinds of leads we track:

Providers — businesses that would offer a discount or perk (gyms, restaurants, salons…).
Clients — companies that would pay to unlock Bpluz's discounts for their own staff (banks, IT firms, hotels…).

They're pitched differently, so double-check which side you're on before you reach out — Providers get Email/WhatsApp/SMS/Instagram/Facebook outreach, Clients get Email + a phone call.

📋 The Leads table

The main list. Search by name, town, email, phone or category using the search box. Filter further with the dropdowns next to it. Click any column header to sort.

Everything with a white background is editable — click into it:

Stage — where this lead is in the pipeline (New, Contacted, Interested, Negotiating, Signed, Declined).
Contact — the name of the person you've been dealing with.
Notes — anything worth remembering about this lead.
Follow-up — the date you should next check back in. Click away from a field (or press Tab) to save it.

📨 Confirming outreach

The Outreach column has a button per channel (Email, WhatsApp, SMS…). Here's the flow:

Click a button — it opens your email/WhatsApp/etc. with a message already drafted.
A small pulsing ⧗ appears next to it. This just means "you opened it" — nothing is confirmed yet.
Once you've actually sent the message, click the ⧗ to turn it into a green ✓. Only this step counts as "reached."
Made a mistake? Click the green ✓ again to undo it.

For Clients, phone calls don't have a draft-then-confirm step — just click Log Call once you've actually called them.

🚫 "Do not contact"

At the end of the Outreach column there's a small 🚫 button. Use it when a business asks to be taken off your list, when their email address is dead, or when they turn out to be an existing Bpluz partner.

Once flagged, the lead disappears from Today's Queue and all its outreach buttons vanish — there is nothing left to click by accident. The row stays visible (greyed out, name crossed through) so nobody adds the business back by hand wondering where it went.

This is not the same as "not interested". If someone might be worth another try in six months, set their Stage to Declined instead. Use 🚫 only when the answer is never — the law requires us to honour that permanently, so it survives everything, including future data refreshes.

✉️ Drafts

The Drafts tab is the review queue for AI-written outreach emails. Each card is one lead: its business name, segment, town, the address the email would go to, an editable subject line, and an editable body.

Approve — saves any edits you made and marks the draft ready. Nothing is sent; approved drafts just wait for the (separate, still-disarmed) sender.
Reject — takes the draft out of the running. The lead itself is untouched, so a better draft can be written later.

Use the two dropdowns to switch between statuses (To review / Approved / Rejected / Sent) and lead types. Every email was written per-lead — if one reads wrong for the business, edit it before approving, or reject it.

Nothing sends from this tab. Approving is a bookmark, not a trigger. Actual sending is a separate system that stays off until it is deliberately switched on.

Approved drafts do change one thing right away: on the Leads table, that lead's Email button becomes Email ✦ and opens your mail app with the personalised draft instead of the standard template. Send it yourself from there, then click the confirm tick as usual — that also moves the draft to Sent here.

🕐 Activity history

Click the small clock icon next to any business name to see everything that's happened on that lead — every message opened/confirmed, every note, every stage change, who did it and when.

📅 Calendar

Once a lead has a Follow-up date, a small calendar icon appears next to it. Click it for two options: add the date to Google Calendar, or download a .ics file that works with Apple Calendar, Outlook, or any other calendar app.

📌 Pipeline

A visual board of every lead grouped by Stage. Drag a card from one column to another to move it through the pipeline — this is the same as changing its Stage in the Leads table.

⏰ Today's Queue

Every lead whose Follow-up date is due today or overdue, sorted with the most overdue first. Check this at the start of your day — it's your to-do list.

📊 Stats

A high-level view of how things are going: how many leads are at each Stage, how well we're covering each segment/industry (do we have their email, phone, website?), and how easy each lead is to reach. Switch between bar charts and pie charts with the toggle at the top.

🎨 Display

The Auto/Light/Dark buttons in the header switch the color theme — Auto follows your device's setting. Your choice is remembered.

❓ Something not working, or not covered here?

Ask whoever set this dashboard up for you. This page gets updated whenever the dashboard changes, so if something looks different from what's described here, it's worth a second look — the app is probably right and this page is catching up.