Today
Your ordered sales actions for M&M New Zealand
Pipeline
Focus Queue
Pipeline Workbench
Daily action surface for overdue work, outreach, meetings, proposals, and follow-up.
Priority Queue & Pipeline Lanes
Work the most urgent prospects first, then move records through practical sales stages.
Priority Queue
Pipeline Lanes
Prospects
Status-based list view for scanning, filtering, cleanup, import, export, and record management.
Prospect Records
Clean list view grouped by the CRM’s exact statuses. Click any row to open the prospect workspace popup.
| Prospect | Company | Stage | Next Action | Updated | Owner |
|---|
Prospect Name
Title at Company
Contact
Prospect Notes
Freight Profile
Stage Checklist
Calendar
Click a date to book a CRM meeting and sync it to Microsoft 365 when connected
Meeting Agenda
Targets
Proactive goals for meetings, proposals, won value, and overdue follow-up hygiene
Templates & SOPs
Pre-built email templates and standard operating procedures
Email Templates
SOP Guides
Settings
Sales Intelligence configuration, users, qualification fields, and integrations
AI Provider Configuration
Company & Sender
Users
| Name | Username | Role | Office | Status |
|---|
Requisite Field Configuration
Configure the qualification fields that appear when logging calls or on a prospect intelligence profile. Each field can be single-select or multi-select.
Add New Field
Microsoft 365 Calendar & Teams
Connect Microsoft 365 to automatically create calendar events and Teams meeting links when booking meetings.
Found in Azure AD → Properties → Tenant ID
Registered app in Azure AD → App registrations
Generated in the app's Certificates & Secrets
Add this exact URI to the Azure app registration.
Setup Guide
- Go to Azure Portal → Azure Active Directory → App registrations
- Click "New registration" — name it "M&M Sales Intelligence"
- Set redirect URI to your Sales Intelligence URL
- Under API permissions, add: Calendars.ReadWrite, OnlineMeetings.ReadWrite
- Create a Client Secret under "Certificates & secrets"
- Copy the Tenant ID, Client ID, and Client Secret above