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Proverbs 16:3
Commit the work to the Lord and trust Him with the outcome.
Notifications
AJ
AJ
AJ
AJ
aj@churchcontent.co
Online
Profile preferences are saved to your manager login and follow you across sessions.
Manager Profile
Profile and appearance
Customize how the CRM displays your manager profile, status, and workspace preferences.
AJ
Profile photo
Use a small square image when possible. The CRM stores it in Drive and saves the image URL to your manager profile.
Display name
Status
Status message
Avatar URL
Theme
Board view
Default tab
Accent color
Dashboard 0
Leads
Clients
Tasks 0
Calendar
Mail
Automations
Templates
Staff
AJ
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Admin
Inbox
📬All Activity
✉︎Mail
✅Tasks
📤Uploads
✉︎Messages
🌱Leads
⚡Automations
All Activity
📬
Select an item to view
Your activity feed keeps you across everything.
Messages
New Message
From
To
Cc
Subject
Type
Leads
--
0 selected
Select visible lead-stage orgs.
Clients
--
0 selected
Select visible client-stage orgs.
Tasks
--
Automations
Scheduled triggers, custom rules, and run log.
Custom Rules
Hardcoded Automations
Recent Log
Staff
Team members, roles, and client assignments.
Calendar
Meetings, task due dates, and team scheduling.
🔍
Staff Calendar — Staff meetings and admin-scoped events show here now. Working hours, call times, and payroll scheduling are scaffolded for a future phase.
📥Inbox
★Starred
➤Sent
🗄Archived
🔒Private
Sending as
--
🔍
Inbox
✉︎
Select a conversation to read
🔒
Mail is not available for your role
Client communication is handled by managers and admins.
Email Templates
Reusable HTML emails with merge tokens.
Staff Management
Add Staff Member
Deactivating preserves all history but removes login and mail access. Reset Password clears the saved password so they can create a new one at next login.
Email Signature (HTML) — embeds in this alias's outgoing mail
Tip: host images on Squarespace (like the CRM logo) and embed with <img src="...">. Preview below:
Signature preview...
Staff member created.
This is their manager login token. Copy it now and share it with them securely.
This token is shown once here. It can also be read from the Managers sheet by an admin.
Client Assignments
Assignments
Org Dossier
Automations
New Rule
Rule Name
Trigger — when should this run?
📋
Lead Submits Form
Fires when a new lead completes the intake form.
🔄
Lead Status Changes
Fires when a lead moves to a specific status.
📌
Task Assigned
Fires when a task is assigned to a team member.
🎤
Sermon Uploaded
Fires when a sermon file is uploaded for a client.
💳
Billing Date Approaching
Fires when billing is within N days of today.
🧰
Manual Only
Only runs when you click Test or Run manually.
🕔
Daily Schedule
Runs every day at a specific hour (PT).
📅
Weekly Schedule
Runs on a specific day of the week at a set time.
Conditions (optional — all must match)
Actions — what should happen?
New Message
Compose
From:
--
Cc/Bcc
Mail
Activity
New Email
Templates
From
To
Subject
Body
Add Internal Note
Activity Feed
People
Add a Contact
Church / Org Name
City
Primary Contact Name
Email *
Phone
Denomination
Plan Interest
Status
Notes
Find Organization
Contact Name *
Email
Phone
Title / Role
Permissions
New Lead
Add a Contact
Manually add a lead to the CRM
Name *
Email *
Phone
Church Name
City
Denomination
Plan Interest
Initial Status
Notes
Edit Profile
Edit Account
Update account details.
New Task
Add a Task
Task Title *
Description
Due Date
Priority
Sermon Sunday Date
Task Type
Tags
Assign To
Linked Contact
Client Action
Destination URL
This appears in their portal under “What we need from you.” Opening it moves the task to In Progress — it never auto-completes, so you stay the final check.
Task Files
Attach Existing Files
Task Card
Edit Task
Task Title *
Description
Due Date
Priority
Status
Assign To
Client Action
Destination URL
Shown in their portal. Never auto-completes — tick it off yourself once you have confirmed the proposal, payment or file.
Sermon Sunday Date
Task Type
Tags
Linked Client / Lead
Checklist Timeline
Use private steps for internal production work and public steps for client-facing progress.
Task Files
Edits and deletions are logged to the linked org activity feed. Delete is a soft delete, so automations and open-task lists skip the task without erasing the audit trail.
Bulk Action
Confirm Delete
Uploads
Secure via Google Drive
Upload to Client Files
Uploads directly to the client's Drive folder. Any size — chunks straight to Google Drive.
Category
Display Name
Drag & drop your file here
or click to browse · Any file type
📄
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Files
Add Link or File
Title *
URL *
Category
Tags
Notes
Org Resource
Add Resource
Resource Type
Title
URL / Link
Upload File Optional
For larger files, upload directly to Drive and paste the link above. CRM upload supports files under 10 MB.
Notes
Plan Deliverables
Edit Deliverables
Confirm Action
Update this record?
Bulk Assign
Assign team roles
Apply one role assignment across selected organizations.
Role
Team Member
Notes (optional)
Merge Organizations
Merge with:
Bulk Email
Send organization-grouped emails
One email will be sent per selected organization. Contacts never cross organization boundaries.
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Template
Subject
Body
Calendar
New Event
Event Kind
Organization
Meeting Topic (completes the title)
Select an organization to build the title...
Event Title
Date *
Time (PT) *
Duration
Location (text or Maps link, optional)
Attendees
Description / Agenda
Color
Reminder 1
Reminder 2
Repeat
This event is part of a series. Editing here updates this occurrence; use Cancel to remove the whole series.
Attachments (save the event first)
No attachments yet.
Status
Event
Event Details
Calendar
Day
Discovery Call
Schedule a Meeting
Send a Google Meet invite to the lead
Date *
Time (PST) *
Duration
Note to lead (optional)
Email Templates
New Template
Template Name
Subject Line
Category
Format
Description — what this is for
Merge Tokens — click to insert
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Body
Preview as
(no subject)