OWNER / ADMIN

Operations Center

Backups, CRM handoff, notification controls, platform health, and company data portability.

Operational readiness

Company handoff

Webhook deliveries remain queued until a production delivery worker is configured.

Leadership controls

Choose where rep follow-up and QA reports go. Reps can send reports only to these reviewed recipients.

No test has been sent.

Company snapshot

Capture users, deals, company settings and compensation settings in a server-side snapshot.

Export company data

Generate a portable JSON export for migration, auditing or offline retention.

Recent handoffs

TimeDealDestinationStatus