CRM on Cloudflare

Access

Companies

Company	City	State	Last Interaction	Next Action	Rep(s)

Feedback

Date/Time	User	Feedback	Resolved

Company Information

Contacts

Click a contact row to open details.

Name	Email	Phone

Interactions (Newest First)

Click an interaction row to open details.

Date	Editor	Type	Notes	Next action

Admin Control Panel

Theme

Reps

Rep	Email	Phone	Last Entry	Assigned companies	Territories	Actions

Territories

Dropdown Values

Meeting Types

Segments

Types

Recent Changes

When	Actor	Action	Entity	Details

Users

Name	Email	Role	Last Login	Active	Actions

Rep Accounts

Assigned Territory Rules

Type	Segment	Territories

State/Zip Match But Type/Segment Mismatch

Company	State	Company Segment/Type	Rule Segment/Type

Company	City	State	Zip

Company list

Access

Initial Admin Setup

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Reset Password

Set Your Password

Choose a New Password

Companies

New Company

Activity Report

Feedback

Contact Detail

New Contact

Interaction Detail

New Interaction

Admin Control Panel

Meeting Types

Segments

Types

Rep Accounts

Assigned Territory Rules

State/Zip Match But Type/Segment Mismatch