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Total accounts
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Submitted
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Accepted
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Closed won (qtr)
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Commission (qtr)
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Pipeline funnel
BDA leaderboard — this quarter
Outreach emails sent per hour — today
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Oracle instance · AngelBoard CRM · BDA Referral Pipeline
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Leads
Import, distribute, and track first-contact status.
Total leads
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Unassigned
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Assigned
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Contacted
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Not yet contacted
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Stale (5d+)
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Leads · 0
| Company | Contact | Phone | Assigned to | Status | Last activity | Created |
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No leads yet
Bulk upload or add your first lead.
Accounts
Companies in the referral pipeline.
Accounts · 0
No accounts yet
Add your first account to start the pipeline.
Email
Every outreach email across the leads you can see, newest first.
Sent today
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Received today
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Needs a reply
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Awaiting approval
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Compose
| Date | Lead | Direction | Sent by | Subject | Preview |
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Commissions
Quarterly-tiered earnings from closed-won deals.
Total earned
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My commissions
| Quarter | Deal value | Deal # | Rate | My cut | Status | Closed |
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No commissions yet
Earnings appear here once a referral closes won.
ATA Time Clock
Track your working shifts. Honor your time. Serve with purpose.
CURRENT STATUS
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Ready to begin your shift?
Clock in to start tracking your time.
TODAY'S SHIFT
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Not clocked in
WEEKLY HOURS
0h 00m
of 40h goal
CONTACTS
0
Today
MEETINGS
0
Today
STREAK
0 Days
Keep it going
PRODUCTIVITY
— — —
No activity yet
⏱ SHIFT HISTORY
| DATE | TIME | HOURS | CONTACTS | MEETINGS | NOTES |
|---|
No shifts yet
Clock in to start tracking your work.
ANGEL REMINDER
Your time is a gift.
Use it with intention.
Serve with heart.
Use it with intention.
Serve with heart.
⌁
Schedule
Plan shifts against the time clock, and audit every clock event and correction.
No BDAs to schedule yet
Scheduled shift
Pending request (not yet approved)
Actual hours worked that day
Actual vs. scheduled differs by 30+ min
Schedule a shift
BDA
Date
Start time
End time
Note (optional)
Performance
Team-wide pipeline and referral quality.
Pipeline funnel (all-time)
This quarter's leaderboard
| Rank | Name | Country | New accounts | Submitted | Accepted | Closed won |
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No activity yet
The leaderboard will populate as referrals come in.
Metrics
Pipeline health at a glance.
Pipeline funnel
Average days between stages
Team leaderboard
| Name | New accounts | Submitted | Accepted | Closed won | Avg. qual. score |
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Assistant
Ask about your pipeline — it can propose changes, but always asks before saving anything.
Ask me anything about your leads
Try: "which of my leads have a callback due this week?"
BDAs
Manage BDA, Director, and Owner accounts.
Users · 0
| Name | Role | Reports to | Status | Created |
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No users yet
Settings
Workspace configuration, outreach controls, and your own preferences.
Commission
The percent of closed deal value ATA receives from Oracle. BDR and Director commissions are calculated from this amount, not from the raw deal value.
ATA commission rate from Oracle
Owner only. Applies to commissions recorded from now on.
%
Workspace
Identity used on outgoing outreach email and in the app header.
Company
Absolute Technology Associates — Oracle NetSuite Solution Provider
Outgoing email branding
Every outreach email carries the ATA logo, company name, and absolutetechnologyassociates.com in a branded footer.
Referral qualification
Referrals scoring below the threshold are still submittable, but get flagged for Director review.
Qualification threshold
Score out of 100.
Stage colors
Used on status chips, Kanban columns, group borders and the pipeline funnel across the app.
Sending mailboxes
Cold outreach goes out from each BDA's own mailbox on a secondary domain — pooling everyone onto one address shares reputation and looks like bulk mail to Gmail and Outlook. The shared inbox stays as the reply-to address.
Shared reply mailbox
Checking…
Outgoing email controls
Owner and Manager only. These limits protect the sending domain's reputation and keep outreach reviewable.
Allow BDAs to send outreach email
Turn off to pause all outgoing mail immediately without disconnecting the mailbox. Managers and Owners are never blocked.
Daily send cap per BDA
Maximum outreach emails one BDA can send in a day. Set to 0 for no limit.
Require approval for a first email
A BDA's first email to each lead is held in an approval queue until a Director, Manager or Owner releases it. Follow-ups send normally.
Today's volume
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Outreach templates
The library BDAs pick from when emailing a lead — searchable by subject, tagged by stage. Use {{contact_name}} and {{company_name}} as placeholders.
Alerts
Scheduled rules that run against every lead in the workspace.
Alert on stale unassigned leads
Email Owner, Manager and Directors when a lead sits unassigned past the threshold.
days
Callback due reminders
Email each BDA the morning a callback is due on one of their leads.
Auto-archive lost leads
Move Closed Lost and Rejected leads off the active board after this many days. Set to 0 to keep them forever.
days
Claude assistant
The assistant can search your pipeline and propose changes. Every action it proposes still needs your explicit confirmation before anything is written.
Assistant status
Checking…
Let the assistant draft outreach email
It can compose and propose a message — it can never send without a confirmation click.
AI summaries on lead cards
The blue summary block at the top of each lead's item card, summarizing its history.
Display theme
Saved on this device for your account only. Time Clock keeps its own look in every theme.
Theme
Light, dark Mirage navy, or high-contrast night.
Roles in this workspace
Add, deactivate and reassign people on the BDAs screen. This is what each role can do.
Owner
Everything, including commission rate, user management and deleting leads.
Manager
Full pipeline and commission visibility; accepts and rejects referrals; assigns any BDA.
Director / Assistant Director
Sees and assigns only their own team's BDAs and leads.
BDA
Works their own assigned leads, sends outreach, submits referrals. No commission-rate or money-wide visibility.
Change my password
Minimum 10 characters. You stay signed in on this device after changing it.
Session
Signing out clears this device's token. Other devices stay signed in.
Signed in as
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Import leads
Upload a spreadsheet of companies into the unassigned pool for distribution to BDAs.
Export
Exports respect your role — a BDA gets only their own leads, and deal values are hidden unless you can see them.
Accounts CSV
Every lead you can see, with qualification and stage.
Add account
Company name
Website
Industry
Employee band
HQ city
State / region
Country
Current ERP / system
Pain trigger
Contact name
Job title
Contact email
Contact phone
LinkedIn profile
Callback date
Notes
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Qualification
Bulk upload leads
Upload a .csv or .xlsx file. The first row should be column headers — we'll auto-detect Company, Industry, Country, ERP, Contact Name, Contact Email, Contact Phone, Website, and Notes columns by name. Imported leads go into an unassigned pool for you and Duane to distribute to BDAs.
Spreadsheet file
Or paste manually instead
Add BDA
Full name
Email
Role
Reports to
Country code
Temporary password
Adjust shift times
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Edit BDA
Full name
Role
Reports to
Country code
Status
Reset password (leave blank to keep current)