ELITE SYSTEMS | Reporting

Connect your subaccount

Create a Private Integration inside your subaccount (Settings > Private Integrations), grant it the scopes below, then paste the token here. The private integration token needs at least: contacts.readonly, opportunities.readonly, users.readonly, locations.readonly, locations/customFields.readonly, locations/customFields.write, conversations.readonly (optional, for activity staleness).

Location ID Private Integration token

New-leads pipeline(s) - where fresh leads land

Working pipeline(s) - separate pipelines where leads being actively worked live (optional if you mark stages below)

Some stages INSIDE the new-leads pipeline(s) also mean the lead is being worked Dashboard display name (optional) White-label CRM domain for lead links (optional, e.g. https://app.yourbrand.com)

Connected. Custom fields verified/created, first data pull started.

Your dashboard URL:

To embed it in the subaccount, add an agency Custom Menu Link pointing to: