The Holiday Pros™
Pipeline Portal
All leads managed end to end
v56.4 · 2026-09-16
The Holiday Pros™
Pipeline Portal
Welcome back
Today's schedule
Installations
Personal
Needs attention todayOpen pipeline →
Renewals & follow-upsAll clients →
Active jobsAll jobs →
Inventory snapshotManage →
—
Quick actions
Deal
Paste the Canva design link for this property.
Profit—
Deposit + QB in—
Remaining balance—
Remaining = job value − deposit collected − matched QuickBooks payments.
Activity timeline
Email thread Gmail · this project's conversation
—
Lifetime value
$0
Client since
—
Seasons
0
Account
Payment history (year over year)
Scope history
Proposals & documents
Job photos — before / after, builds your Portfolio
Deployed inventory at this client
Email thread Gmail
—
Item details
Deployment / job
Assigning here deploys ALL units of this row to one client. To split quantities across accounts (e.g. 2 of 4 reindeer), assign from the client's profile — it handles partial amounts.
Where it is
Photo
Notes
—
Total paid: $0 0 years
Vendor details
Payment history (year over year)
Receipts & purchase orders
—
STAFF
Masked by default · stored as digits only