| Staff Member | Today | Yesterday | This Week | Last Week | Last Month | Total | Interested | Not Interested | Custom |
|---|
| Name | Address / Eircode | Phone | CCTV | Care Plan | Status | Products | Last Visit | Actions |
|---|
| Name | Email (Google login) | Initials | Role | Last Login | Actions |
|---|
Import CCTV customers from CSV or Excel. Existing customers are matched by phone, email or name — duplicates are flagged before import.
The Resend API key is used to send one-time passwords to info@atlantek.net when accessing the Back Office.
OTP codes will be sent to this address.
Set the From address for all outbound emails (invites, lead alerts, reminders). Must be from a verified domain in Resend. Once atlantek.net is verified, enter crm@atlantek.net or similar.
Currently:
Create reusable SMS templates with dynamic variables. Use {{firstName}} {{fullName}} {{eircode}} {{phone}} {{address}}
Send a test message to Alan McGrath (+353 87 818 8878)
When a customer expresses product interest, an SMS is sent to +353 861 978 397. Requires a BulkSMS account. Find your credentials at bulksms.com/account/api-tokens.
Broadband dockets will be posted to your Slack #connect-crm channel. Create an Incoming Webhook at api.slack.com/apps and paste the URL here.
A snapshot is saved automatically to Firestore each day the app is opened. These are stored in the cloud and accessible from any device.
Last 10 snapshots saved to this browser only on every Firestore write. Use Export to keep a copy off-device.
Google Maps Geocoding API resolves Irish Eircodes to exact premises. Free tier covers 10,000 lookups/month. Get a key at console.cloud.google.com.