TF TradeFusion CRM

Sign in to your pipeline board.

Leave the email blank to use the shared team password.

Create the owner account — no accounts exist yet.

TF TradeFusion CRM

Create the owner account. This is the only time it can be done without signing in.

Or sign in with the shared team password instead. Creating the owner account is a one-time action, so there is deliberately a way past this screen.

TF TradeFusion
0OPEN
$0FORECAST
0WON

Add a lead

It is yours the moment you save it. The AI dialer will never call a lead added here — manual leads deliberately stay out of the calling queue.
With the country code. The number is the lead's key, so one already on the board opens that deal instead of making a twin.