Today
Your ordered sales actions for M&M New Zealand
Pipeline
Focus Queue
Prospects
Manage buyer intelligence, next actions, and pipeline progress
| Name | Company | Owner | Stage | Next Action | Due | Source |
|---|
Prospect Name
Title at Company
Contact
Freight Profile
Stage Checklist
Sales Calendar
Sales meetings, Outlook invites, Teams links, and outcomes
Templates & SOPs
Pre-built email templates and standard operating procedures
Email Templates
SOP Guides
Platform Settings
Sales Intelligence configuration, users, qualification fields, and integrations
AI Provider Configuration
Company & Sender
Users
| Name | 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