Planning Notices
Council CRM
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Planning Notices
Council CRM
📅 Outlook calendar ready
Wire up on Monday — see setup note in code
Overview
📊
Dashboard
Contracts
📋
Contracted Councils
21
Pipeline
🎯
Lead List
57
⬛
Pipeline Board
Outreach
✉️
Email Templates
Account
✅
Actions & Reminders
🔍
Dashboard
+ Add Council
Add contracted council
Council name *
Mailbox
Service days
Contract renewal date
CPI due date
Folder colour
Contract value ($)
Sign size
Contact name
Contact email
Notes
Cancel
Save council
Add to Outlook calendar
Creates an event in your Outlook calendar
Event title
Date
Time
Duration
30 minutes
1 hour
1.5 hours
2 hours
All day
Notes / agenda
Reminder
15 minutes before
1 hour before
1 day before
1 week before
Cancel
📅 Add to Outlook