Leads — lifecyclestage = lead OR no rep-in-the-list owner, newest first
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Confirmation queue
Pick a visit on the right to see HubSpot details.
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Marketing campaigns (HubSpot)
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Lead distribution
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Map view
Reps:
Cancellations (last 60d ← now → +30d)
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Reps
Business Development Reps
BDRs set qualified appointments. Track who set each booking.Territories — map circles
Click on the map to drop a circle for the selected rep. Routing uses these zones geographically — no more zip codes.
Click anywhere on the map below to drop a zone for the active rep.
Zones for active rep
Time off / vacation
Off-blocks prevent scheduling AND shade the schedule grid.HubSpot
Defaults
BDR settings
Lead sources, details, services
One per line. To map a friendly display label to the exact internal HubSpot picklist value, use Display Label | internal_value — e.g. Phone Inquiry | Phone_Inquiry. Entries with no | are sent to HubSpot as-is.