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YourTube Team — CRM
{{ eyebrow }}

Pipeline

{{ g.title }}
Other
Lead sources
{{ sr.count }}
Renaming updates every contact using that source. Press Enter or click away to save.
Pipeline settings
Saved automatically
In-flight follow-ups
Put cards in flight until their next step
Cards with a future next-step date leave the board and land back in the same column. Won stages always show every card.
Reappear
{{ leadSub }}
{{ setLead.v }}
Show in-flight count in columns
Adds a small “N in flight” link at the bottom of each column so you can peek.
{{ snoozePreview }}
Stale deals
Flag cards after
{{ staleSub }}
{{ setStale.v }}
Service packages
New contacts start on the default package's retainer. Pick a different package or type a custom amount in any contact.
$/mo
{{ col.name }} {{ col.count }}WON
{{ col.total }}
{{ card.initials }}
{{ card.name }}
{{ card.market }}
{{ card.fitFmt }}
{{ card.decLabel }} {{ card.chips }} {{ card.valueFmt }}
{{ card.nextLabel }} {{ card.daysLabel }}
Drop here
{{ eyebrow }}

Lead map
HIGH VALUE
LOW VALUE
Group · click to open
{{ p.first }}
{{ p.name }}
{{ p.readout }}
{{ p.statusLine }}
{{ lb.t }}
{{ rangeLabel }}

Analytics

{{ rangeSummary }}
Custom range
{{ customDays }}
{{ rcal.title }}
{{ dw }}
{{ rangeHint }}
Quick picks
{{ rangeLabel }}
{{ k.pre }}{{ k.v }}{{ k.post }}
{{ k.label }}
Growth
{{ growthNote }} · not affected by the date range
Compare
{{ gb.val }}
{{ gb.label }}
This period{{ cmpLegend }}Hover a dashed bar for its value
Stage funnel
Leads from range · conversion
{{ fr.name }}
{{ fr.sub }}
{{ fr.conv }}
Fit distribution
{{ fitBasis }}
{{ tr.label }} {{ tr.n }} {{ tr.pct }}
Decided
Leads from range
{{ ds.n }}
{{ ds.label }}
Lead sources
Leads created in range
SourceLeadsWonWin rateAvg fit$ / mo
{{ ss.name }}
{{ ss.leads }} {{ ss.won }} {{ ss.rate }} {{ ss.fit }} {{ ss.value }}
{{ leadsChartTitle }}
{{ leadsChartSub }}
{{ wk.n }}
{{ wk.label }}
Activity
In range · {{ actTotal }} logged
{{ as.label }}
{{ as.n }}
Needs attention
Right now · not range-based
Overdue next steps
Nothing overdue.
Longest in stage (open deals)
{{ lrLabel }}

Lost

{{ lostSummary }}
Custom range
{{ lrCustomDays }}
{{ lrCal.title }}
{{ dw }}
{{ lrHint }}
Quick picks
{{ lrLabel }}
{{ k.pre }}{{ k.v }}{{ k.post }}
{{ k.label }}
Why they said no
Click a reason to filter the list
Good leads we lost
Fit tier at time of loss
{{ lt.label }} {{ lt.n }}
{{ lostInsight }}
Lost per month
In range
{{ lm.n }}
{{ lm.label }}
By lead source
Lost count · most common reason
{{ ls.name }} {{ ls.n }} {{ ls.top }}
No lost leads yet.
Reasons
{{ reasonHelp }}
{{ rr.name }} {{ rr.count }}
{{ reasonMsg }}
{{ lostListTitle }}
AgentReasonSourceLostFit
{{ lr.reason }} {{ lr.source }} {{ lr.when }} {{ lr.fit }}
Nothing here. Set a contact's Decided to “No” and it lands on this tab.
{{ oc.initials }}
Lost · {{ oc.lostReasonLabel }}
{{ oc.lostWhen }}
{{ oc.lostNote }}
Next step
{{ oc.dueLabel }}
{{ oc.snoozeHint }}
{{ oc.cal.title }}
{{ dw }}
Decided
Rate 1–10 · click again to clear
{{ oc.statusLabel }} {{ oc.fitFmt }}
{{ row.label }} {{ row.note }}
Details
Package
Activity
{{ a.type }} {{ a.text }} {{ a.when }}
No activity yet.
Saved automatically
Mark as lost
Why did {{ lostAskName }} say no?
Did you mean
{{ lostAskMsg }}
Deal won · cash collected
How much did {{ cashName }} pay up front?
{{ cashMo }}
One month of retainer — is that right?
Did you give a discount?
{{ cashDiscVal }}%
{{ cashDiscNote }}
Or exact amount
Bring leads in
Import contacts
{{ s.n }} {{ s.t }}
Sheet connected
{{ sheetLast }}
New rows are added; rows whose email already exists update that contact. Scores and stages you set here are kept unless the sheet has a value for them.
Zapier webhook
Live
{{ z.n }} {{ z.t }}
{{ webhookUrl }} 
{{ samplePayload }}
{{ impSummary }}
Existing email
NameMarketEmailStage
{{ p.name }} {{ p.market }} {{ p.email }} {{ p.stage }}
{{ previewMore }}
{{ impMsg }}
🦖
🦖
🦕
$
🎩
🧐
Pass Go. Collect your retainer.
Deal won
{{ celeb.title }}
{{ celeb.sub }}
{{ undoLabel }}
{{ toast }}