Dashboard
Merge companies
| Merge | Name | Lifecycle | Responsible | Industry | Open opportunities | Actions |
|---|
No companies yet.
Documents
Open a document to view its company and file actions. Upload documents on the company.
Contacts
Company record
Edit company record
Add a website address to this company before preparing a brief.
Draft brief
Engagements
Opportunities
System History
Your open tasks · Dates and times in SAST
Needs me
Company
Person
Edit overview
Milestones
MMH Team calendar
Book the selected task in SAST. Tick below for an all-day item; timed bookings reserve 30 minutes.
Assign task
This opportunity is closed.
System History
RFI answers
Earlier submissions (original answers)
RFI requests and responses
| Lead | Responsible | Sent (SAST) | Days waiting | Status | Public form |
|---|
No RFI requests yet.
| Company | URL | Requested by | At | Status |
|---|
No research yet.
Latest Sage invoices
Sage customers
Team
Set a password to enable a seat. Reset authenticator requires enrollment at the next login. Revoke clears the password and authenticator secret. Only an Owner seat changes a role, never its own, and the last Owner cannot be changed away.
| Role | Status | Actions |
|---|
Role changes
No role changes recorded.
Sage ZA sandbox
Read-only customers and invoices. OS quotes remain OS quotes.
Outlook
Meetings write to MMH Team.
Connect OutlookNotifications
Staff alerts go to the ntfy destination configured on the box as MMH_NTFY_URL. The destination is never shown here and never leaves the box. A notification carries the company, the lead id and source, the stated need, the owner and the OS link — never a reason, a note or a contact detail.
Sent on: a new lead, an RFI sent, an RFI returned, and a lead turning Hot.
Industries and Lost reasons
Lead scoring
An Admin or Owner seat keeps the scoring catalogue.
Price book
All staff can read the Price Book. Admin and Owner seats can add or edit rows. Supplied Sage items start without prices. A price is fixed or a “from” starting price; leave the amount blank when it is still to be confirmed. Amounts are in Rand. VAT codes are recorded against the line and carried to the export; no VAT amount is calculated here.
| Code | Name | Category | Unit | Price | VAT | Active | Edit |
|---|
No Price Book items yet. An Admin or Owner can add rows.
NDA template
DOCX placeholders: {{legal_name}}, {{trading_name}}, {{registration}}, {{registered_address}}, {{contact_name}}, {{date}}. Replacement affects future drafts only.
An Admin or Owner seat keeps the NDA template.
Meta
Paste this callback URL into the Meta app webhook and subscribe the page to the leadgen field. Facebook leads arrive on the New lead path: source Facebook Ads, owner Anzelle, and Hot scores route to Mandy.
An Admin or Owner seat keeps the Facebook Lead Ads webhook.
Info mailbox
Unread mail becomes a lead on the New lead path: source Email, owner Anzelle, the subject as the stated need, and the message body as the first timeline note. Reading uses your own Microsoft connection and needs Mail.Read on the mailbox. The OS never replies and never sends mail. A message is marked read in Outlook only after its lead is saved, so a failed read is picked up on the next poll without duplicating the lead.
An Admin or Owner seat reads the info mailbox.
Leads received in the selected month, grouped by current owner. First response uses Low/Unscored two business days, Mid one business day and Hot two business hours, 08:00–17:00 SAST weekdays; an earlier client deadline wins; automated scoring and client RFI entries never count as a response. Dates and times in SAST.
Quotes drafted in the OS · commercial paper, not Sage records · Dates in SAST
| Quote | Company | Contact | Amount | VAT | Issued | Status |
|---|
No OS quotes in this month.
Lines
Choose Price Book lines
The Price Book is empty. An Admin or Owner types the rows in Settings.
Status
Posted to Sage records the document number a staff member typed. The OS does not call Sage, and it never marks a quote paid.
Quote paper
Missing details are left blank on the page; generating is never blocked. Send quote to sign emails the linked contact a KSIGN signing link, the same as the Vault.
Seats
Set a password to enable a seat. Reset authenticator requires enrollment at the next login. Revoke clears the password and authenticator secret.
| Role | Status | Actions |
|---|