Ask me something like “move Maya wedding to negotiation”, “add a Google wedding lead for Sarah”, or “how much booked revenue this month?”
Dara
LV Studios Lead Pipeline
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My Tasks
Lead Stages
My Assigned Projects
Tasks
Follow-ups and project tasks from leads, organized by the selected date range.
Task Archive
Staff
Project assignments, deadlines, daily work updates, leave requests, and manager notes without client or CRM financial details.
Daily Activity
Share what you are working on, ask for help, and keep the team in the loop.
Staff Group Chat
Production Timeline
See project status, assigned staff, event dates, and completion deadlines at a glance.
Project Management Open to assign staff and add projects to the chart.
Staff Tools Update app, manage users, language, and filters.
Monthly Staff Pay Open to edit salary months and payment history.
Projects
Production tracker for booked jobs. Create projects from Won leads.
Project Archive
Sample Search
Find old Vimeo samples, transcripts, and project links for client-ready examples.
Crew
Assigned projects, booked dates, and crew payment status without client or financial details.
Assigned Crew Projects
Upcoming bookings, crew rates, bonuses, expenses, and payment status.
Crew Calendar
Contacts
Prospects, clients, and lost lead contacts with reusable information.
Calendar
Project events, CRM follow-ups, team items, client meetings, and final deadlines.
Project event
CRM related
Team
Client meeting
Final deadline
Pipeline Snapshot
Top Loss Reasons
Lead Sources
Daily Lead Intake
Phone Call Leads
Lead Source Conversion
Source Wins This Range
Time To Win
Financial Snapshot
Revenue By Stage
Revenue By Source
Income By Brand
Project Balances
Customer Leaderboard
Services Booked
Event Types
Calendar Categories
Client Activity
Ask Dara
Ask questions about leads, tasks, projects, and revenue, or prepare safe CRM changes.
Settings
Manage CRM categories used in forms, reports, calendar items, and activity notes.
Data tools
Export a backup before clearing anything. Clear data removes leads, projects, contacts, tasks, events, and team statuses from this browser.
TickTick sync
Not connected. Add TickTick credentials in Cloudflare, then connect your TickTick account.
Emergency cloud sync
Use this if a lead is stuck on one device. Upload from the device that has the missing lead, then download on the other device.
User
Manage local roles and visibility for this workspace.
Pipeline filters
Filter board and reporting views without crowding the main workspace.
Quick archive
Archive older or closed opportunities in bulk.
Archived Leads
Hidden from the main board, still searchable here.