Each task is something a person has to try on a real machine. Hit Start test — your screen records, you run the steps, then Stop & submit your result + any errors. The run posts straight back for review.
Submitted results, newest first — this is what gets reviewed.
Every legacy ARE lead, in one worklist. Set a stage and owner, then Configure — your work is logged so we can see progress against the whole book.
pure_lead_intake. Contact PII (email/phone) is protected — visible only to authorized signed-in staff. Bulk de-dupe + Zoho/Follow Up Boss reconciliation are the next pass (Poppy assists).