Dashboard

Follow-ups Due Today

4

2 High Priority

Pending References

7

3 require outbound calls

Weekly Calls

28

+12 from last week

Action Required

Name Type Next Step Status

Calls

Not configured
Caller ID
Not set
Calling…
00:00
Name Contact Program Stage Last Action

Manage outstanding reference checks for host families.

Reference Name Host Family Contact Status

Efforts Tracked

0

Recent Marketing Activity

Date Type Location/Group Details/Outcome

First Outreach Email

Hi {{first_name}}, we are looking for host families in your area for our upcoming {{program}}...

Salesforce Call Note

Outbound call to {{first_name}}. Discussed expectations for hosting. Next steps: {{next_steps}}

Salesforce Data Sync

Import a CSV report from Salesforce. It will be securely synced to your private Firebase database across all devices.

Drag and drop your Salesforce CSV here

Required Columns for best results:
Contact ID, First Name, Last Name, Phone, Email, Program, Stage

Logged in securely via Firebase.

Voice Setup

Browser calling uses your existing Firebase login. There is no separate Voice username or password, and no Twilio secret is stored in this HTML or in Firebase.

Your Firebase session is securely verified by the Twilio token service before a temporary calling token is issued.