| Marking | Meaning |
|---|---|
| NEXT TO THE CLIENT'S NAME | |
| Needs review — a live ad set has spent $60 with no lead, or $150 with no appointment (lifetime). Flagged clients sort to the top. Can lag up to ~30 min. | |
| An active campaign is down to only 1 active ad set — consider adding another. Can lag up to ~30 min. | |
| 2 | Number of ad sets live right now. No bubble = couldn't check (no Facebook account or a Facebook error). |
| 0 | No live ad sets — this client isn't running anything. |
| Gray name (no sheet match) | Client's name isn't found as a Project Name in the Google Sheet, so leads/booked show 0. |
| Opens the client's full profile page. | |
| INSIDE A CLIENT (CAMPAIGNS → AD SETS → ADS) | |
| No lead by $60 | Live ad set has spent $60+ (lifetime) with zero Facebook leads. Paused ad sets are never marked. |
| No appt by $150 | Live ad set or live ad has spent $150+ (lifetime) with zero booked appointments / live transfers. Paused ones are never marked. |
| on a campaign | This campaign has only 1 active ad set. |
| Green row | Ad set is live — currently delivering. |
| Showed / No Show | Appointments that showed up vs. didn't. |
| Cost/Appt · Cost/Show | Spend ÷ booked appointments, and spend ÷ appointments that showed. |
| Client | Billing | Last Contact | Last Note | Review | Upsold | Budget | Actions | |
|---|---|---|---|---|---|---|---|---|
| Mark Sage NEW |
|
Never
|
— |
|
|
$
Saved
|
||
| Ryan Byrd |
Issue
|
Never
|
— |
|
|
$
Saved
|
||
| Adam Hardigree |
Issue
|
Never
|
— |
|
|
$
Saved
|
||
| Kenny Blaison |
|
Never
|
— |
|
|
$
Saved
|
||
| Maggie Castillo |
|
Never
|
— |
|
|
$
Saved
|
||
| Doreen Miethe |
|
Never
|
— |
|
|
$
Saved
|
||
| Andrew Mcfarlane |
|
Never
|
— |
|
|
$
Saved
|
||
| Ryan Seekatz |
|
Never
|
— |
|
|
$
Saved
|
||
| Matt Smith |
|
Never
|
— |
|
|
$
Saved
|
||
| Tyler Worthey |
|
Never
|
— |
|
|
$
Saved
|
||
| Jim Long |
Issue
|
Never
|
— |
|
|
$
Saved
|
||
| Brian Holmes |
|
Never
|
— |
|
|
$
Saved
|
||
| Jeremy George |
|
Never
|
— |
|
|
$
Saved
|
||
| Steve Turner |
|
Never
|
— |
|
|
$
Saved
|
||
| Kevin Mccarthy |
|
Never
|
— |
|
|
$
Saved
|
||
| Greg Miele |
|
Never
|
— |
|
|
$
Saved
|
||
| Jeff Gale |
Issue
|
Never
|
— |
|
|
$
Saved
|
||
| Terence Munroe |
|
Never
|
— |
|
|
$
Saved
|
||
| David Kimbrough |
|
Never
|
— |
|
|
$
Saved
|
||
| Freddy Bonilla |
|
Never
|
— |
|
|
$
Saved
|
||
| Jason Rutledge |
Issue
|
Never
|
— |
|
|
$
Saved
|
||
| Kenneth M Pompeo |
|
Never
|
— |
|
|
$
Saved
|
||
| David Barrett |
Issue
|
Never
|
— |
|
|
$
Saved
|
||
| Fred Sparks |
|
Never
|
— |
|
|
$
Saved
|
||
| Michael Davies |
Issue
|
Never
|
— |
|
|
$
Saved
|
||
| Mose Johnson |
|
Never
|
— |
|
|
$
Saved
|
||
| Jason Scism |
|
85d ago
2026-07-01
|
SMS SMS reply: will fold remodel-type leads into targeting for a mix, work… |
|
|
$
Saved
|
||
| Steve Owens |
|
85d ago
2026-07-01
|
SMS SMS: followed up on last appointments, asked if any decided to move fo… |
|
|
$
Saved
|
||
| James Jackson |
|
78d ago
2026-07-08
|
CALL Spoke with James to review his recent leads and appointments. * **Rus… |
|
|
$
Saved
|
||
| Mike Blake |
|
77d ago
2026-07-09
|
CALL Spoke with Mike to get an update on his appointment with Lee Taylor. H… |
|
|
$
Saved
|
||
| R.J. Pierson |
|
77d ago
2026-07-09
|
CALL Spoke with Cameron to follow up on the lead for Genny. He confirmed th… |
|
|
$
Saved
|
||
| Bill Stevens |
Issue
|
68d ago
2026-07-18
|
CALL Spoke with Bill re: his appointment with Serge Pash. Due to limited av… |
|
|
$
Saved
|
||
| AJ figueroa |
|
65d ago
2026-07-21
|
SMS SMS - friendly check-in. AJ reached out on main (hows it going, been a… |
|
|
$
Saved
|