Settings
The configuration Leadview is running with. Read-only for now - changes are made by Century Solutions.
CRM connection
The CRM location Leadview syncs from. Syncs run on the Logs page or from the CRM's webhook.
Statusconnected
Location ID3YyP7JNUHnFrBFLVbOSJ
Last synccompleted · 03/11/2026 12:50 pm
Contact links openhttps://www.centurysolutions.ai
Which contacts are included
Set with npm run sync:configure.
Only contacts with a Date enquiredYes
Contact TypeOnly lead or customer
Contacts that don't matchLeft out, with their opportunities and appointments
CRM field mapping
Which CRM field backs each value Leadview reports on. Set with npm run sync:configure.
Date enquired
contact.date_enquiredHeard from us
contact.heard_us_fromLead quality
contact.lead_qualityStage
contact.stageStage entered date
contact.stage_entered_dateWon date
contact.ba_agreement_signed_dateCall date
contact.call_dateEnquiry (Called / Booked)
contact.enquiryPage URL
contact.page_urlUTM campaign
contact.utm_campaignUTM content
contact.utm_contentUTM term
contact.utm_termLost reason
contact.lost_stageLost notes
contact.disqualified_reasonDate signed
opportunity.date_signedRetainer
opportunity.has_paidMetric definitions
How the Overview counts each metric (lib/reporting/lead-rules.ts). Each is dated by its own event, not when the contact was created.
Total leadsHas a Date enquired · dated by Date enquired
SQLEnquiry "Called", reached the strategy call, Lead Quality Good or Average · dated by Call Date
BookedEnquiry "Booked" · dated by Call Date
SatBooked, has a Call Date, Stage moved past the call · dated by Call Date
WonStage = Won · dated by Won Date, else Stage Entered Date
LostStage = Lost · dated by Stage Entered Date
RevenueOpportunity Amount where Retainer = Paid · dated by Date Signed
Heard from us → platform
Values not listed report as Unknown. Seeded with npm run platforms:seed.
Facebook Lead FormFacebook
FacebookFacebook
GoogleGoogle
InstagramInstagram
LinkedInLinkedIn
LinkedIn Lead FormLinkedIn
ManualManual
MetaMeta
PodcastPodcast
ReferralReferral
ReferalReferral
WebsiteWebsite
Display
Applies to every page.
Reporting timezoneAustralia/Sydney
Date formatDD/MM/YYYY
Default periodThis Month, compared with the previous equivalent period
BrandingHouseFinder - navy #00061B, gold #DE930F
Users & access
Admin / Manager / Viewer roles, granted per tenant.
Sign-inOff - anyone with the link can view (Google sign-in not set up yet)