Jobs & Pipeline
Synced 09:41
| ID | Title | Status | Type | Client | Agent | Date | Value | Pri |
|---|
General
Company information and regional preferences
Company details
Displayed on quotes, invoices and customer-facing documents
Company name
Trading nameUsed on customer communications
Address
Phone
Email
Regional settings
Timezone
Currency
Date format
Users & Permissions
Manage team access and roles
Team members
4 active consultants
| User | Role | Status | Last active | |
|---|---|---|---|---|
JP Janaka Praneeth janaka@ravingcrm.com | Admin | Active | Now | |
SP Sanduni Perera sanduni@ravingcrm.com | Consultant | Active | 2h ago | |
KF Kasun Fernando kasun@ravingcrm.com | Consultant | Active | 45m ago | |
NR Nimali Rajapaksa nimali@ravingcrm.com | Consultant | Active | 3h ago | |
TJ Tharindu Jayasinghe tharindu@ravingcrm.com | Senior Consultant | Active | 1h ago |
Session & security
Session timeoutAuto-logout after inactivity
Two-factor authRequire 2FA for all users
Disabled
Integrations
Connect external services for inbox sync and notifications
Connected services
💬
WhatsApp Business
+94 77 000 0000 — incoming inquiries
Connected
🗺️
Google Maps
Address autocomplete & route planning
Not connected
📊
QuickBooks
Push invoices & payments to accounting
Not connected
Sync settings
Inbox sync interval
Auto-create inquiryWhen email matches criteria
Enabled
Notifications
Control which events trigger in-app banners and emails
In-app banners
Shown at the top of the screen
New inquiry receivedWhen inbox sync creates a new inquiry
Job status changeWhen a job moves to Blocked or Completed
System notificationsPlatform updates, maintenance windows
Account suspension alertsAlways shown — cannot be disabled
Required
Email digest
Daily summaryJobs due today, blocked items
Weekly reportPipeline summary every Monday 8am