Dashboard
LC-Flow Valve Sales Pipeline (NDA-gated)–
Total Contacts
–
Emails Sent
–
Meetings
–
Pipeline Value (USD)
–
New Leads
–
Pending Approvals
Sales Funnel
Companies Targeted
Amcor
Niagara Bottling
Coca-Cola
PepsiCo
Unilever
Contacts
| Name | Title | Company | Stage | Actions |
|---|
Outreach Emails
Meetings
Orders
Invoices
Internal billing after PO — approve before marking SentFeedback
Daily Leads
| Name | Title | Company | Rationale | Status | Actions |
|---|
Inventory
LC-Flow Valve SKUs (NDA required before sharing pricing externally)| SKU | Name | Material | List USD | Units/Pack | Stock | Manufacturer |
|---|
Listings / Catalog Monitor
Distributor channel status + catalog pricing (list from inventory)–
Channels
–
Not Started
–
In Flight
–
Listed
–
With List Price
| Priority | Channel | Status | List USD | MAP USD | Target / Dist. USD | Currency | Last Check | SKUs | Actions |
|---|
AI Agent
Ask the agent to perform sales tasks
Try:
Campaigns
Approvals-gated listing packets — human submits externally; Mark submitted only after
Closing Agent never auto-submits MSC/Zoro/Grainger/Thomasnet/McMaster portals or sends vendor email.
Status flow: pending_approval → approved → submitted_externally (manual).
Packets live under deliverables/PHASE4_SUBMISSION_PACKETS.md. Pricing from Catalog Monitor / inventory.