Run supabase/sales-account-controls-migration.sql in the
Supabase SQL Editor to enable holds, unarchiving, and automatic
capacity balancing.
Workload forecast
Every remaining touch
Future steps move automatically when an outreach is completed late. Touch totals, owner limits, auto-balance, and off days are managed from Sales Settings.
Below capacity
At capacity
Above capacity
Start an account to generate its complete six-step forecast.
Outreach queue
Sales accounts
0 accounts
| Company | Score / tier | Owner | Started | Progress | Next outreach | Last outreach | Delayed | Status | Actions |
|---|
No accounts match this view.
Paused outreach
Accounts on hold
No accounts are currently on hold.
Stored quietly
Archived outreach
0 accounts
No archived outreach accounts.