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ASCEND AFRICA WEALTH MANAGEMENT
CRM Pipeline Dashboard • Powered by Supabase
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Set by the stage — 30% until payment is received, then 100%.
Tick every one that fits — required to issue a recommendation. A client can be more than one.
The invoice is prompted automatically when the lead reaches Invoice Issued, but you can also view, replace or remove it here any time.
Left as "-- Select a client --" this will be logged as a general objection, not tied to any one client.
Recorded against the RM who actually met the objection, so we can see who is hitting it and whether it comes back.
Caught a typo in the name or number? Fix it here — these drive every figure on the Leads Portal.
Tick every one that fits — a client can be more than one.
A running log — every note is kept and cannot be edited or deleted. Add a new note below; it is stamped with today's date and your name. Visible to you and Management.
Added to this lead’s timeline when you save. Use the buttons to drop it into Outlook or Google now.
What is holding this client back? Shared with the whole team so we can see the challenges we face and how others have answered them.
Welcome back. You'll stay signed in on this device — a refresh won't log you out.
First time here? Tap “Create account” above.
Create your account with your Ascend email and a password you choose. You'll be signed in right away.
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Open it on this device to choose a new password.
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Choose a new password for your account.
Disable locks a person out of the CRM but keeps their account — re-enable any time (good for staff on leave). Blacklist and Delete are for people who have left, and are available to the Super Admin only. Everyone's deals and leads are always kept.
Everything that has happened to this lead, newest first — from when it was recorded to its latest update.
Set the day you expect this lead to close as a deal. It will appear in the Forecast tab until the deal is closed, lost or you clear it.
Upload a filled-in Ascend-CRM-Skeleton.xlsx (sheet "2. Forecast Planning"). Each row with a Lead ID + Expected Close Date becomes a forecast. Existing forecasts for the same lead are replaced.
| # | Lead ID | Client (in file) | Matched? | Expected close | Confidence | Notes |
|---|
This lead has moved to Invoice Issued. Attach the invoice document — or skip and add it later.
Details Juliana needs to prepare the recommendation. Fields are optional if the info isn’t yet known — only Applicant age is required.
Read these first so you don’t re-enter what’s already recorded. Anything you add below will be joined with these notes.
Leave empty if the applicant has no children.
Tick to include; add who they are and any details Juliana needs.
Anything else Juliana should know that isn’t already in the notes above.
Where is this prospect right now? Pick the current status — the % shows how far along the deal is. Add any detail below.
Added to the lead’s timeline when you confirm. Use the buttons to drop it into Outlook or Google now.
Office visit saved & logged to the client's history.
Now add it to your calendar:
Meeting saved & logged to the client's history.
Now add it to your calendar: