Total Leads
—
Total assigned
Overdue
—
Need attention
Hot / Closing
—
Close now
Pipeline
—
Est. value
Won This Year
—
Cumulative count + revenue
Active Quotes
—quotes
—total value
Stage Breakdown
🧠
Jamail Hardwoods AI
Search companies, find contacts, look up designers & builders — Claude handles the research so you can focus on selling.
➤
What's New
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Follow-Ups
🔴 Overdue0
Due Today0
This Week0
Never Contacted0
Team Calendar
🏢 Office📍 Client/Jobsite💻 Video📞 Phone📌 Manual Event✅ Completed📨 From Outlook
Status
Your highest-impact contacts for today
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Route Planner
Your Stop List
No stops added yet. Search leads below or tap pins on the map.
Search & Add Leads
Quick Zip:
Suggested Routes by Area
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Tap Pins to Add Stops
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Performance
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Monthly History — 2026
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Account Map
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Vendor Directory
⚠️ All vendors charge a 35% restocking fee on returns.
Installers
Email Tracking Dashboard
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Team Tasks
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New Task
Microsoft 365 Hub
All your M365 apps connected to the Jamail Hardwoods portal
📓
OneNote
Notebooks & client notes
✓ CONNECTED
💬
Teams
Team chat & notifications
✓ CONNECTED
☁️
OneDrive
File storage & sharing
✓ CONNECTED
📊
Excel Online
Live spreadsheets & data
✓ CONNECTED
📅
Bookings
Client self-scheduling
✓ CONNECTED
✅
Planner
Task management & sync
✓ CONNECTED
⚡
Power Automate
Workflow automation
✓ CONNECTED
📧
Outlook
Calendar synced to portal
✓ CALENDAR SYNCED
💡 Tip
All M365 apps open inside the portal or in a new tab. To configure URLs and settings for each app, click into the app and use the Settings button. Your Outlook Calendar is already synced — use the Calendar tab to pull events.
Social Media Hub
Manage LinkedIn & Instagram — content, prospecting, and analytics
💼
LinkedIn
B2B prospecting & content
Not connected
📸
Instagram
Visual content & brand
Not connected
💡 Social Media Strategy
Use LinkedIn to find and connect with interior designers, architects, and home builders. Share project showcases and industry insights. Use Instagram to showcase installations, wood samples, and behind-the-scenes content. Both platforms drive inbound leads when used consistently.
LinkedIn
B2B prospecting, content scheduling & engagement tracking
Instagram
Visual content, project showcases & brand building
Social Media Analytics
Cross-platform performance metrics, engagement trends & ROI tracking
Microsoft Teams
Team communication & channel notifications
💬
Connect Microsoft Teams
Embed a Teams channel here so your sales team can communicate without leaving the portal. You can also set up webhook notifications for new leads, quote approvals, and stale lead alerts.
How to set up:
1. Open Teams and go to your channel
2. Click ⋯ → Connectors → Incoming Webhook
3. Copy the webhook URL and paste it below
4. For chat embed: right-click channel → Get link to channel
2. Click ⋯ → Connectors → Incoming Webhook
3. Copy the webhook URL and paste it below
4. For chat embed: right-click channel → Get link to channel
⚡ Quick Actions
Microsoft OneDrive
Cloud file storage, contracts & project documents
☁️
Connect OneDrive
Embed your shared OneDrive folder here for quick access to contracts, project files, and company documents right inside the portal.
How to get your embed link:
Excel Online
Embed live spreadsheets — pricing, commissions, inventory
📌 Pinned Spreadsheets
No spreadsheets pinned yet. Add one below.
📊
Embed Excel Spreadsheets
Pin your pricing sheets, commission trackers, inventory lists, or any Excel spreadsheet. Click on a pinned sheet to view it right here in the portal.
Microsoft Bookings
Client self-service appointment scheduling
📅
Connect Microsoft Bookings
Embed your Bookings page so clients can schedule appointments with your reps. This works alongside the existing portal booking system — giving clients another way to self-schedule.
1. Open Bookings in your M365 account
2. Create a booking page for Jamail Hardwoods
3. Go to Booking page → copy the Published page URL
4. Paste it below
2. Create a booking page for Jamail Hardwoods
3. Go to Booking page → copy the Published page URL
4. Paste it below
Microsoft Planner
Task boards & project tracking synced with M365
✅
Connect Microsoft Planner
Embed your Planner board here. Your portal Tasks tab stays as-is — Planner adds another view where reps can see tasks in both places, and tasks sync with Microsoft To Do on their phones.
1. Open Planner
2. Create a plan for "Jamail Hardwoods Sales"
3. Click ⋯ → Copy link to plan
4. Paste the link below
2. Create a plan for "Jamail Hardwoods Sales"
3. Click ⋯ → Copy link to plan
4. Paste the link below
Power Automate
Automated workflows for sales, quotes & notifications
💡 Recommended Automations for Jamail Hardwoods
📋 Quote Approved → Invoice
When a client approves a quote, auto-create an invoice and notify the rep in Teams
🔔 New Lead → Teams Alert
When a new lead comes in, send a notification to the sales Teams channel with lead details
📧 Stale Lead → Email Rep
If no contact in 7 days, auto-email the assigned rep with a reminder
📁 Quote PDF → OneDrive
Auto-save generated quote PDFs to a client folder in OneDrive
✅ Won Deal → Planner Task
When a deal is marked Won, auto-create a Planner task for project kickoff
📊 Weekly Report → Email
Every Monday, email a sales performance summary to the team
Ready to automate?
Click below to open Power Automate and start building flows. Use the templates above as inspiration!
Microsoft OneNote
Company notebooks, client notes & team knowledge base
📚 Company Notebook
📓
Set Up Company Notebook
Embed your shared Microsoft OneNote notebook here. Your whole team can access SOPs, product guides, pricing notes and more — right inside the portal.
How to get your embed link:
1. Open your notebook on onenote.com
2. Click Share → Get a sharing link
3. Copy the link and paste it below
2. Click Share → Get a sharing link
3. Copy the link and paste it below
⚡ Quick Links
📓
➕
📌
All Notebooks
View all your OneNote notebooks
New Notebook
Create a new notebook
Sticky Notes
Quick notes that sync everywhere
🔍
Find Client Notes
Search notes by client name
🏢 Client Notebooks
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Company Resources
📄
Company Documents
Insurance, payment info & company docs
💰
Vendor Price Lists — Trinity Hardwoods
Galleher Duffy - Trinity Hardwoods • Updated pricing
📄
Monarch Unfinished
Texas Price List • 03/16/26
📄
Monarch Direct Distribution
Texas Price List • 03/09/26
📄
Bona
Texas Price List • 12/01/25
📄
Bostik
Texas Price List • 10/01/25
🎯 Drip Campaign Analytics
📝 My Notes
Personal daily notes — only you can see yours
Landing Pages
Share these links with prospects or use them in your outreach campaigns. Each page has a lead capture form that feeds directly into the pipeline.
🏠 General Landing Page
For all prospect types — designers, builders & architects
portal.jamailhardwoods.com/landing.html →
🎨 Interior Designers
Targeted page for interior design firms
portal.jamailhardwoods.com/landing-designers.html →
🔨 Home Builders
Targeted page for home builders & GCs
portal.jamailhardwoods.com/landing-builders.html →
📐 Architects
Targeted page for architecture firms
portal.jamailhardwoods.com/landing-architects.html →
Google Ads Pages
These are optimized for paid ad campaigns with Google Ads tracking built in.
📢 Ads — Designers
Google Ads landing page for designers
portal.jamailhardwoods.com/ads-designers.html →
📢 Ads — Builders
Google Ads landing page for builders
portal.jamailhardwoods.com/ads-builders.html →
📢 Ads — Architects
Google Ads landing page for architects
portal.jamailhardwoods.com/ads-architects.html →
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