Dashboard
Pipeline Breakdown
Stage Report
Click to expandQuick Import (Your List)
⬆
Drop Excel / CSV here
or click to browse — imports into your current list
Leads
⌕
Key:
🧊 Cold
👋 Visited
🚪 No Doctor
🍽️ Lunch Scheduled
✅ Lunch Done
⚠️ Went Wrong
📝 Signed
📦 Signed & Ordered
| Clinic | Contact | Title | Stage | Priority | Rep | Phone | Focus | Last Contact | Notes | Actions |
|---|
Shared Calendar
All reps across all companies
Visit
Lunch
Call
Follow-up
Email Center
Send from your medps.org aliases · powered by EmailJS
⚡ EmailJS Setup
⚠ EmailJS not configured — follow the steps below
Setup Guide (one-time, ~10 min)
1
Go to emailjs.com and create a free account. Free tier = 200 emails/month.
2
In the EmailJS dashboard → Email Services → Add New Service → choose Gmail.
Sign in with the Gmail account that owns support@medps.org.
Name it anything (e.g. “MPS Gmail”) → Create Service.
Copy the Service ID (e.g.
Sign in with the Gmail account that owns support@medps.org.
Name it anything (e.g. “MPS Gmail”) → Create Service.
Copy the Service ID (e.g.
service_abc1234).
3
Go to Email Templates → Create New Template.
Set the fields to exactly these values (copy-paste the variable names):
Click Save. Copy the Template ID (e.g.
Set the fields to exactly these values (copy-paste the variable names):
To email: {{to_email}}
From name: {{from_name}}
Reply to: {{reply_to}}
Subject: {{subject}}
Message: {{message}}
From name: {{from_name}}
Reply to: {{reply_to}}
Subject: {{subject}}
Message: {{message}}
Click Save. Copy the Template ID (e.g.
template_xyz5678).
4
Go to Account (top-right avatar) → General.
Copy your Public Key (e.g.
Copy your Public Key (e.g.
AbCdEf1234567890xxx).
5
Paste all three values below → Save Keys → Send Test to confirm.
How aliases work: All emails send through your Gmail account. The From Name and Reply-To will show whichever alias you choose, so replies come back to the right person.
📝 Email Templates
✉ Compose & Send
Reports
Pipeline Distribution
Rep Comparison
Admin Panel
Manage team, companies, and uploads
📤 Upload Leads for Rep
⬆
Upload Excel / CSV for selected rep + company
🏢 Companies
👥 Team Members
⚡ Automation Rules