Matched = bids that fit what PME does (landscaping, outdoor services, bulk material supply, and your added categories). General = real open bids/RFQs outside our categories we might still bid on or sub out. Cortex screens the bid mailbox; sorted by soonest due date. Set a status to track it; Pass hides it.
Internal pipeline, independent of GoHighLevel. Set a card's status to route it, drag between stages, or use the remove bar. π logs a no-answer attempt.
⤓ Drag a card here to remove it — no service required / not interested
No-answer and price-shopping leads parked for another try. Set a next-try date, log an attempt, send back to the pipeline, or archive. You work this list, nothing sends automatically.
Every installation voicemail lead, saved permanently and self-contained in the inbox. Big jobs (20+ pallets) are flagged π₯ and pinned into Hot Leads regardless of age. Search by name, address, brand, or grass. Nothing here is ever deleted.
LaGreen landscaping projects (drainage, flower beds, dirt work, maintenance, general landscaping), categorized from voicemails. Sod installs live in the Installation tab. Search by name, location, or category.