KamoCRM

The cockpit, goals and per-loan money

FeatureSecurityService
Shipped
November 1, 2026 at 2:51 AM UTC
Author
Kamo
Commit
6974418

A member's call list and pipeline counts, an organization's goals measured from the permanent records, and a loan's revenue and cost in the organization's own categories, with what its deal and account add up to. The lead grid answers which of a member's leads have nothing booked or have gone quiet, over that member's book only. All of it stays off until an organization turns it on.

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