Dashboard
Dashboard
📊 Tasks
Metrics Overview
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Due Today & Overdue
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🔴 Overdue & Due Today by Assignee
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🎯 Opportunities
Top 5 Accounts by Amount
Opp Pipeline
Closed vs Open
Forecast
Top 5 Opportunities by Rating
Status Summary
Top 5 Partners by Amount
Quote Builder — 2 Tier
⟲ click row to Goal Seek
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Vendor disc → Dist cost · Dist margin → Res cost · Res margin → Cust price
List Price
Distribution
Reseller
Customer
Commission
#
SKU
Description
Start
End
Qty
Ext List $
Unit List $
Vendor Disc% + Dist Margin%
Res Cost (disc off list)
Customer Price (disc off list)
Commission
⟲
+Add line item
Subtotals
$0.00
$0.00
$0.00
$0.00
Quote Builder — 1 Tier
Vendor → Reseller → Customer · Manual disc% per tier
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List Price
Reseller
Customer
Commission
#
SKU
Description
Start
End
Qty
Ext List $
Unit List $
Disc% off list / Ext $
Disc% off list / Ext $
⟲
+Add line item
Subtotals
$0.00
$0.00
Quote Builder — Direct
Vendor → Customer · Adjust price or disc% directly
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List Price
Customer
#
SKU
Description
Start
End
Qty
Ext List $
Unit List $
Disc% / Price
Ext $ / Unit
⟲
+Add line item
Subtotals
$0.00
Saved Sessions
Save and restore quote builder states by name
No saved sessions yet. Use the 💾 Save Session button on any quote builder.
📊 Task Metrics
All metrics update automatically from task data
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🟡 Due Today
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📋 All Tasks
🏢 Accounts
No accounts yet. Click + Add to get started.
👥 Contacts
Team Members
🔴 Overdue Tasks
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Commission Calculator
SKU
Description
Commission
Rate
Change Rate
TOTAL COMMISSION
$0.00
Distribution Quote
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Reseller Quote
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Customer Quote
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Saved Quotes
Total $
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Quote #
Type
Party
Date
Total
Actions
Invoices
Invoice #
Status
Bill To
Opportunity
Quote
Issued
Due
Total
Actions
Distributor Contacts
View distributor cards in Accounts.
Reseller Contacts
View reseller cards in Accounts.
Accounts
🏢 Accounts
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🤝 Strategic Partners
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🔄 Resellers
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📦 Distributors
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👥 Team Members
Check Admin next to your name — AI-generated tasks will be assigned to that person by default.
👥 Contacts
Product / SKU Catalog
SKU
Description
List Price/Yr
COGS
Margin
Vendor & Quote Defaults
Company Logo
No logo
Upload your company logo to display on all generated quotes above the company name.
Your Company
Quote Defaults
Legal Terms & Conditions
Distribution Quote Terms
Reseller Quote Terms
Customer Quote Terms
Tax & Shipping Settings
Tax & Shipping
👤 Profile
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💰 Commission & Quota
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Commission Rates
Quota
🎯 Sample Success Criteria
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🎤 Voice Assistant
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Click the red 🎤 button in the top nav to activate. Say "help" to see all voice commands.
AI Assistant
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🎭 AI Chat Persona
Changes how the AI communicates with you in chat. Generated content (emails, reports, plans, tasks) is always professional regardless of this setting.
🎤 Meeting Recorder
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ℹ️ How to get your key
1. Go to assemblyai.com and sign up (free $50 credit included).
2. In your dashboard, copy your API Key.
3. Paste it above and click Save Key.
2. In your dashboard, copy your API Key.
3. Paste it above and click Save Key.
🔒 Best-in-class speaker detection. Audio is not retained after transcription.
SOC 2 Type II certified. ~$0.65/hr. Privacy Policy
SOC 2 Type II certified. ~$0.65/hr. Privacy Policy
💰 AI Costs
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📅 Calendar Sync
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Google Calendar — no setup required.
Just click Connect Google Calendar below and sign in with your Google account. Ergentor reads your events read-only so they appear alongside your tasks — there is nothing to register and no Client ID to enter.
Just click Connect Google Calendar below and sign in with your Google account. Ergentor reads your events read-only so they appear alongside your tasks — there is nothing to register and no Client ID to enter.
• A Google sign-in window opens in a pop-up — if nothing appears, allow pop-ups for this site and click Connect again.
• On the consent screen, keep the Calendar permission checked and choose Continue / Allow.
• You can connect more than one account (e.g. personal + work); each one gets its own row below with its own Remove button.
• Use ↻ Sync all anytime to pull the latest events. Ergentor only reads events — it never changes or deletes anything on your Google calendar.
• On the consent screen, keep the Calendar permission checked and choose Continue / Allow.
• You can connect more than one account (e.g. personal + work); each one gets its own row below with its own Remove button.
• Use ↻ Sync all anytime to pull the latest events. Ergentor only reads events — it never changes or deletes anything on your Google calendar.
Microsoft Calendar — One-time Azure setup required:
1. Go to portal.azure.com → App registrations → New registration
2. Name: anything (e.g. "Ergentor") · Supported account types: Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (the 3rd option)
3. Redirect URI → Single-page application (SPA) → paste your app URL exactly:
4. After creating: API permissions → Add → Microsoft Graph → Delegated → add
5. Copy the Application (client) ID from the app overview page and paste it below
1. Go to portal.azure.com → App registrations → New registration
2. Name: anything (e.g. "Ergentor") · Supported account types: Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (the 3rd option)
3. Redirect URI → Single-page application (SPA) → paste your app URL exactly:
4. After creating: API permissions → Add → Microsoft Graph → Delegated → add
Calendars.ReadWrite and User.Read5. Copy the Application (client) ID from the app overview page and paste it below
Your redirect URI (copy this exactly into Azure):
Advanced — Google Client ID (optional).
You do not need this for calendar sync above. Fill it in only if you want Marketing campaigns & follow-up emails to send directly from your own Gmail (configured in Settings → Email Sending) instead of opening draft emails. This requires registering your own Google OAuth app because sending mail is a Google “restricted” permission.
You do not need this for calendar sync above. Fill it in only if you want Marketing campaigns & follow-up emails to send directly from your own Gmail (configured in Settings → Email Sending) instead of opening draft emails. This requires registering your own Google OAuth app because sending mail is a Google “restricted” permission.
1. Open Google Cloud Console → Credentials → Create Credentials → OAuth client ID, and choose application type Web application.
2. Under Authorized JavaScript origins, click Add URI and paste this exact origin:
3. In APIs & Services → Library, search Gmail API and click Enable.
4. On the OAuth consent screen, add the scope
5. Copy the Client ID from the credentials page, paste it below, then click Save at the top of this card.
2. Under Authorized JavaScript origins, click Add URI and paste this exact origin:
4. On the OAuth consent screen, add the scope
gmail.compose and add your own Google address under Test users.5. Copy the Client ID from the credentials page, paste it below, then click Save at the top of this card.
🛡 Security Settings
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🔑 Password Reset
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🔐 Two-Factor Authentication
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Add a second layer of security. After your password, you'll enter a 6-digit code from your authenticator app.
Works with Google Authenticator, Microsoft Authenticator, Authy, 1Password, and any TOTP-compatible app.
Works with Google Authenticator, Microsoft Authenticator, Authy, 1Password, and any TOTP-compatible app.
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🔒 Data Backups
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Automatic hourly snapshots with 36-hour rollback. Photos and large attachments are excluded to keep backups lean.
Each restore saves your current state first so you can undo.
Each restore saves your current state first so you can undo.
Full export — all data incl. contacts, photos & brand assets, as one JSON file.
Open this section to load backups.
👥 Team Access
▼
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Join a Team
Have an invite code from an admin? Enter it below to link your account.
Delete Account
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Strategic Partners
View strategic partner cards in Accounts.
🎯 Opportunity Planner
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Quote Builder - 2 Tier
Quote Builder - 1 Tier
Quote Builder - Direct
Generate Distribution Quote
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