CROSSonTOP
CROSSonTOP
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Reset your password
Enter your work email and we will send you a link to set a new password.
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If an account exists for {{ email }}, a reset link is on its way. The link expires in one hour.
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Someone is already signed in
Log out to continue
This invitation is for {{ conflictInvitee }}, but {{ conflictCurrent }} is signed in on this browser. Nothing has changed yet.
Choosing the dashboard leaves the invitation unused. The link stays valid until it expires, so it can be opened again in a private window.
This link cannot be used
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Sign in to Lead Tracker
Your pipeline, follow-ups and reports for the CROSSonTOP team.
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Running on demo data — {{ connNote }}. Any email and password signs you in.
Not on the team? Send us an enquiry
Sessions end after 24 hours of inactivity.
Thanks — we'll be in touch.
Your enquiry landed in the CROSSonTOP pipeline. A QA specialist will reply within one business day.
Let's Test Your Application!
Tell us what you are building and where quality hurts. A QA specialist replies within one business day.
What do you need help with?
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business@qaontop.com
+91 99131 36062
Ahmedabad, India · Oshawa, Canada
CROSSonTOP
Lead Tracker
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My follow-ups due
Overdue and due-today follow-ups you raised
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Nothing due
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raised by {{ t.metaTail }}
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Nothing outstanding
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Pipeline
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Ageing leads
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Recent activity
Last 30 days
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{{ r.company }}
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Weighted pipeline {{ weightedTotal }}
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{{ l.owner }}
{{ l.ageValue }}
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Nothing here
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Company
Contact
Stage
Services
Assigned to
Created by
Received
Due date
Value
Priority
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This lead is not available
It may have been archived, reassigned to another rep, or the link may be out of date.
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{{ lead.priority }}
{{ lead.age }} in this stage
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expected close {{ lead.close }}
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Assigned to
{{ lead.owner }}
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Created by
{{ lead.createdBy }}
Logged as {{ meName }}
Loading activity…
No activity logged yet
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· {{ a.who }}
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Schedule a follow-up in hours, days, or on a specific date and time
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{{ f.type }} · due {{ f.dueStamp }}
In-app
Email
Created {{ f.created }} by {{ f.createdBy }}
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Completed {{ f.completedWhen }} by {{ f.completedBy }}
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{{ f.meta }}
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No attachments yet
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Proposals, estimates, call notes · 2 MB maximum per file
Change history needs a database update before it can be recorded. Ask an administrator to apply the latest migration.
Loading history…
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No changes recorded yet
Change history is recorded against the live database. This preview uses sample data.
Edits to this lead will appear here.
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· {{ h.who }}
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→
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Client history
Every other lead from {{ lead.company }}, whichever contact it came through
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People at this client
Engagement
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Services of interest
Notes
{{ lead.note }}
No notes yet.
No companies match these filters
Company
Contacts
Leads
Open
Won
Last lead
No companies match these filters
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Contact
Company
Email
Phone
Service areas
Leads
Status
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{{ contactPager.label }}
{{ contactPager.pageLabel }}
This contact is not available
A contact exists only while a lead references their email address. The lead may have been archived or its email changed.
{{ contact.initials }}
{{ contact.name }}
{{ contact.title }} · {{ contact.company }}
{{ contact.leadCount }}
Contact identity
{{ identityScopeNote }}
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{{ identityAppliesTo }}
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Additional details
Company service areas
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Saved automatically when you leave a field
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Associated leads
Newest first · click to open the lead
Other people at this client · {{ clientTotalNote }}
Follow-up
Actions
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{{ f.note }}
{{ f.type }} · created {{ f.created }} by {{ f.createdBy }}
{{ f.assignee }}
{{ f.dueStamp }}
{{ f.due }}
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{{ f.reason }}
Open
Nothing here
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{{ f.due }}
{{ f.note }}
{{ f.type }} · {{ f.dueStamp }} · {{ f.assignee }}
Nothing here
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{{ fuPager.label }}
{{ fuPager.pageLabel }}
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{{ k.value }}
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Stage funnel
Share of all leads in scope that reached each stage
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{{ rptLost.stage }}
{{ rptLost.conv }}
Lost leads sit outside the funnel, so this share is of all leads in scope, not of the funnel above.
Demand by service
Pipeline value attributed to each service, in scope
{{ s.name }}
{{ s.value }}
No leads match these filters, so there is no service demand to chart.
Source performance
Which channels bring volume, and which actually close
Source
Leads
Won
Win rate
Won value
Open value
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{{ s.total }}
{{ s.won }}
{{ s.rate }}
{{ s.wonValue }}
{{ s.openValue }}
No leads match these filters.
Why we lose
Recorded reasons on lost deals
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{{ r.count }}
{{ r.pct }}
{{ r.value }}
No lost deals in this range. Nothing to learn from yet.
How long leads sit
Open leads by days in their current stage
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{{ a.count }}
{{ a.pct }}
{{ a.value }}
No open leads match these filters.
Does priority predict wins
Win rate per priority label the team assigns
{{ p.label }}
{{ p.count }} leads
{{ p.rate }}
{{ p.value }}
Forecast by expected close
Weighted by stage probability
Month
Deals
Pipeline
Weighted
{{ m.month }}
{{ m.deals }}
{{ m.pipeline }}
{{ m.weighted }}
No open leads with an expected close date.
Visible to Managers and Admins. A rep sees only their own row highlighted.
Rep
Created
Owned
Won
Follow-ups
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{{ t.madeTitle }}
{{ t.madeSummary }}
No reps to compare yet
Performance appears once team members have signed up and own leads.
Profile
How you appear to the rest of the team
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PNG, JPEG or WebP · 100 KB maximum · square works best
Your email is your sign-in identity and cannot be changed here.
Role
{{ pfRole }}
· set by a Master Admin
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Update password
You stay signed in on this device
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No email was sent to {{ manualLinkEmail }}
The invite-user function has no mail provider configured, so it returned the activation link instead. Send it to them directly — it expires in one hour.
Accounts
User
Role
Status
Last active
Actions
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{{ u.name }}
{{ u.isMe }}
{{ u.email }}
{{ u.status }}
{{ u.last }}
{{ u.resentNote }}
{{ u.selfNote }}
No accounts yet
A profile is created the first time someone signs up. Invite your team to get started.
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{{ u.name }}
{{ u.isMe }}
{{ u.email }}
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Last active {{ u.last }}
What each role can do
Enforced server-side, not just hidden in the UI
Capability
Master Admin
Manager
Sales / BD
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The templates library needs a database update. Run supabase-templates.sql in the Supabase SQL Editor, then reload this page.
Folders
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Notifications
These apply to your account only
Trigger
In-app
Email
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You have view-only access. Only a Master Admin can change these settings.
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Pipeline stages
Name, order, win probability and colour
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Service tags
Offered on the lead form and the public enquiry form
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Lead sources
Where a lead came from, on the lead form and reports
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Company defaults
Used across lead values, reports and alerts
All values are in US dollars. Lead value is estimated hours × hourly rate. This rate is a default only — any lead can set its own.
Stale lead alert
Flag a lead after
days with no activity
Ageing leads
List open leads created
days ago or earlier
Shown on the dashboard, oldest first, excluding won and lost leads.
Notification digest
Org-wide schedule
User guide
What each screen is for, and what to do there
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{{ guide.note }}
{{ guidePosition }}
Notifications
{{ sweepNote }}
In-app · email digest on
Complete follow-up
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Outcome
A note is required before a follow-up can be completed.
Recorded against this follow-up with your name and the time, and visible to anyone who can see the lead.
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{{ fuDlgContact }} · {{ fuDlgType }}
Follow-up
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Assignee
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Due
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Created
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Delivery
In-app
Completed by
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Completed on
{{ fuDlgCompletedOn }}
Outcome
{{ fuDlgReason }}
Completion note
{{ fuDlgCompletionNote }}
Completion detail
{{ viewDlgNote }}
Completed by
{{ viewDlgBy }}
Completed on
{{ viewDlgWhen }}
Outcome
{{ viewDlgReason }}
Note
{{ viewDlgText }}
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{{ remLead }}
Time
(This reminder time will be set in IST)
Pick a time in the future — this one has already passed.
Tell the reminder what to say before scheduling it.
Deliver by
✓
In-app notification
Always on
Fires {{ remDue }}
{{ remChannelLine }}
Correct this invitation
Currently invited as {{ editInviteEmail }}. Saving sends a new invitation and stops the earlier link working.
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Notes
{{ noteViewCompany }}
{{ noteViewText }}
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Text *
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Only the author or a Manager can edit this template. Duplicate it to make your own version.
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Folders are shared with the whole team. Only Managers and Master Admins can create, rename or delete them.
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Invite a user
They appear in the list as Invited straight away and become Active once they sign in and set a password.
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Returning client
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{{ rcLast }}
Who is this lead from? Pick an existing contact, or type a new one below.
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Services of interest *
Priority
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CROSSonTOP
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{{ meInitials }}
{{ meName }}
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Change stage
Currently {{ stageDlgCurrent }}
A reason is required before a lead can be marked Lost.
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{{ confirmTitle }}
{{ confirmBody }}
{{ peek.company }}
{{ peek.contact }} · {{ peek.title }}
{{ peek.stage }}
{{ peek.priority }}
{{ peek.value }}
Assigned to
{{ peek.owner }}
Due date
{{ peek.due }}
Received
{{ peek.received }}
In this stage
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Email
{{ peek.email }}
Phone
{{ peek.phone }}
Services of interest
Notes
{{ peek.note }}
Open follow-ups
Created by {{ peek.createdBy }}
Nothing scheduled on this lead
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{{ f.type }} · due {{ f.dueStamp }}
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