OneCloud Field CRM
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π All leads
All statuses
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Flyer Drop
Follow-Up
Customer
Dead
π Tasks due / overdue
βοΈ Find email tasks
β‘ Contract strike (30d)
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Lead
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Business type (specific β drives the email)
Contact
Title
Email
# of phones
Address
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Orange
Seminole
Polk
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Lake
Volusia
Brevard
Other
Status
New
Talked to GK
Talked to DM
Flyer Drop
Follow-Up
Customer
Dead
Task
β no task β
Find email
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Current provider
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Note history
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π Email brief
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π Copy for Claude
π₯ Import file (JSON or CSV)
Export worked leads (CSV backup)
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π Clear untouched records
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