{% extends "base.html" %} {% set active_page = "crm" %} {% block title %}CRM{% endblock %} {% block content %} {% if request.query_params.get('msg') %}
{{ request.query_params.get('msg') | replace('+', ' ') }}
{% endif %}

CRM — Intake Contacts

{{ stats.total }} contacts
{{ stats.total }}
Total
{{ stats.active }}
Active
{{ stats.in_progress }}
In Progress
{{ stats.abandoned }}
Abandoned
All Active In Progress Abandoned
{% for c in contacts %} {% else %} {% endfor %}
Name Email Company Status NDA Last Activity Actions
{{ c.full_name }}
{{ c.source }}
{{ c.email }} {{ c.company or '—' }} {% if c.category == 'active' %} Completed {% elif c.category == 'in_progress' %} {% if c.session_status == 'nda_pending' %} NDA Pending {% elif c.session_status == 'started' %} Started {% elif c.session_status == 'nda_signed' %} NDA Signed {% elif c.session_status == 'nda_skipped' %} NDA Skipped {% elif c.session_status == 'description_submitted' %} Description Submitted {% elif c.session_status == 'analyzing' %} Analyzing {% elif c.session_status == 'questions_ready' %} Questions Ready {% elif c.session_status == 'questions_answered' %} Questions Answered {% elif c.session_status == 'scope_refined' %} Scope Refined {% elif c.session_status == 'plan_generated' %} Plan Generated {% elif c.session_status == 'pricing_presented' %} Pricing Presented {% else %} {{ c.session_status | replace('_', ' ') | title }} {% endif %} {% elif c.category == 'abandoned' %} {% if c.session_status == 'no_session' %} No Session {% else %} Abandoned {% endif %} {% endif %} {% if c.nda_status == 'signed' %} Signed {% elif c.nda_status == 'pending' %} Pending {% elif c.nda_status == 'declined' %} Declined {% else %} {% endif %} {{ c.session_updated_at | timeago }}
{% if c.project_id %} View Project {% endif %} {% if c.project_description %} {% endif %} {% if c.category == 'abandoned' and c.session_status != 'no_session' %}
{% endif %}
No contacts found
{% endblock %}