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Palaven
// Intelligence Platform v2.0
🔥 Today Focus
📅 Work Queue
💡 Opportunities
🚨 Deal Guardrails
📥 Inbox / Triage
👥 Accounts & Contacts
🎯 Campaigns
🤖 Lead Gen / Imports
⚡ Energy Focus
✅ Tasks
📊 Pipeline Board
📈 Reports
🎯 P2 Prospecting
⚙️ Settings
💾 Backup & Import
Division
Product / Category
Campaign Tags
⬇ Export Backup
Contacts
☰ List
⊞ Board
+ Add Contact
+ Add Opportunity
All Divisions
P2
All Products
All Contact Types
MSP
Agent
End User
All Stages
Sort: Company
Sort: Name
Sort: Last Contacted
✕ Clear
0 selected
Change Stage
Add Tag
🏷 Set Contact Type
📅 Add to Queue
🛟 Quarantine Selected
⚡ Energy Play
🗑 Delete
✕ Cancel
Contact
×
Add Contact
×
First Name
Last Name
Company *
Email
Phone
Address
Division (select all that apply)
🟡 P2
Products / Categories (from selected divisions)
— Select division first, then pick products —
Stage
Prospect
Qualified
Proposal
Negotiation
Closed Won
Closed Lost
Contact Type
— Not set —
MSP
Agent
End User
Source
LinkedIn — Paste URL & Profile Text for Smart Fill
💼 Smart Fill
Website
Tags (comma separated)
Notes
Add Opportunity
×
Opportunity Name *
Linked Contact (optional)
Company / Account
(auto-fills from contact, or enter manually)
Division *
🟡 P2
Product / Category
— Select division first —
Stage
Deal Value ($)
Expected Close Date
Probability (%)
Primary Contact Name
Description / Notes
Log Activity
×
Activity Type
📞 Call
🤝 Meeting
📧 Email
💼 LinkedIn
💬 Text
Date
Outcome
Notes
CRM Result
Just log activity
Log + set follow-up
Log + mark qualified
Log + convert/create opportunity
Log + disqualify
Follow-up date
Opportunity
📅 Set Follow-Up
×
Follow-Up Date
Quick Reschedule
+1 day
+3 days
+1 week
+2 weeks
+30 days
Clear follow-up
Next Step / Note
📅 Bulk Reschedule
×
📌 Same date for all
📆 Spread across days
Date
Start date
Items per weekday
Next Step / Note (optional — leave blank to keep each item's existing note)
📅 Schedule a Next Step?
×
📞 Call
🤝 Meeting
📧 Email
💼 LinkedIn
💬 Text
Date
Note (optional)
1 of 1
📋 Call Session
0 logged
×
—
PHONE (CORP)
MOBILE
DIRECT
EMAIL
Last note:
📞 Call
📧 Email
💼 LinkedIn
💬 Text
Outcome
Date
🎯 This call is turning into an opportunity
📅 Next Follow-Up
(clears if left blank)
📞
📧
💼
Confirm
×