Workspace
Acme Solar & Roofing.
Your white-label identity, pipeline configuration, and lead routing live here.
Company identity
White-label
Upload PNG / SVG · max 2MB
Drop your logo here, or click to browse.
Choose an accent color
Sample button✓ AA contrast 5.14
Your accent color appears on customer-facing proposals and the homeowner portal. Sales Mode chrome stays Portrex blue.
Pipeline stages
Drag to reorder. Stages flow from left to right in the Pipeline view.
- Newgray(28 deals)
- Contactedblue(19 deals)
- Appointmentcyan(11 deals)
- Proposalamber(9 deals)
- Negotiationviolet(5 deals)
- Wongreen(14 deals)
Lead sources
Tag every incoming lead with one of these sources. Used for attribution and source-level conversion reporting.
Door KnockWeb FormReferralLead BuyManualCSVAPI