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IMMA GROWTH · AGENCY OWNERAgency Owner · IMMA OS / D0J0
WARTOK communityAOAgency OwnerAll managed accounts
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MOCK · LOCAL DRAFTTRACE ui-crm-001NEXT Review next opportunityReady for your next action.
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CRM actions are saved locally for this preview. External publishing, sending, charging, and provider writes stay blocked until an approved adapter and human confirmation exist.

Launch WARTOK community

RELATIONSHIP OPERATING SYSTEM

CRM & Opportunities

Every relationship has a stage, owner, value, next action, and recorded outcome.
Open opportunities6Across creator growth pipeline
Open pipeline value$9,850Owner-weighted review required
Expected revenue$4,900Based on current probability
Won revenue$9501 closed-won record
Pipeline health
New lead$1,7002 records
Qualified$4,2002 records
Session booked$7501 records
Proposal$3,2001 records
Won$9501 records
Due next
□
Call new workshop leadToday · IMMA Founder
□
Review Creator Circle proposalAug 23 · IMMA Founder
□
Send strategy-session briefTomorrow · Alyssa Lead
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