ACTUAL CONNECT
Dashboard
IC
Actual Connect · Performance
Good day, team
Your leads and activity
· 0% monthly conversion
Activity pulse
CallsAnsweredQuotes
Last seven days · calls linked to active leads
Recent leads
Follow-up queue
Call performance
This week · advisers visible to your account
Lead providers
Assigned leads added this month · deleted leads excluded
Lead progress
Current progress of assigned leads added this month
Lead Pipeline
Filter, contact or reassign leads.
0 selected
Deleted Leads
Deleted leads are retained for 30 days. Only a Super User can restore them during that period. After expiry, the scheduled cleanup permanently removes the lead and linked records.
Call Activity
All completed calls require an outcome.
Insurer Contact Details
Quick access to insurer underwriting, new business and service contacts.
Callbacks & Follow-ups
Click an event to edit or delete it.
Send from your Gmail account.
Email Templates
Company templates and your own private templates.
Performance intelligence
Reports & insights
Clear activity. Measurable progress.
Activity overview
Outcome breakdown
Contact rate = answered calls ÷ total calls.
Call conversion = sales calls ÷ total calls.
Deleted leads and their calls are excluded.
Call activity
Product Lead Allocation
Set each adviser's Monday–Friday allocation for each product. Leads are issued in rounds: everyone gets 1 before anyone gets 2, then everyone gets 2 before anyone gets 3. The cycle resets automatically each Monday using the same allocations. Zero pauses that product.
View User Accounts
Open a user to review their assigned leads, calls and email activity.
Manage offices
Document Centre
Shared company documents available to authorised users.
Apps
Quick access to websites used regularly.
Import Leads
Product codes are normalised automatically: L / Life Insurance, IP / Income Protection, H / Health, R / Renewals. Health insurance renewals and existing-customer renewal leads are recognised automatically.
Data Subject Requests
Search a client and export the records held in Actual Connect.
Retention Reviews
Review decisions do not automatically delete active leads. Super User deletions follow the 30-day process below.
Lead deletion process
Only a Super User can delete or restore leads, singly or in a batch of up to 200. The existing Delete Lead button remains on each lead. Batch deletion uses the selection boxes in Lead Pipeline.
Deletion first moves the leads to Deleted Leads for 30 days. Their linked information remains in Supabase during this recovery period. A Super User can restore a lead before its expiry. After the full 30 days, a database job checks every 15 minutes and permanently removes expired leads and linked records.
The final purge removes the lead, notes, activities (including refund reasons), assignment history, calls, saved sent-email content, data subject requests and actions, and linked marketing suppressions from the active Supabase database. Every related table is checked; a failure rolls back the batch and keeps the data for review.
The purge receipt keeps only a date, staff user or system context, row counts and receipt number. It keeps no client names, contacts, lead IDs or refund reasons. Receipts are Super User only.
Backups, recovery history and platform logs are not selectively erased by this action and follow platform retention settings. After restoring a backup, review and reapply outstanding deletions before reopening access. External mailboxes, calendars, provider CRMs and exported files require separate handling.
The current app has no lead-specific attachment store. If a Storage file is linked by lead ID, the purge stops until that file is removed through the Storage API. Company documents are separate.
Verified using disposable records on 15 October 2026. No existing client leads were deleted during verification. Supabase backup documentation
Compliance Evidence
Current verified and outstanding controls.
Spare Leads 0
Leads waiting for an adviser because automatic allocation had no capacity. Only a Super User can view and give out these leads.
Giving out a spare lead is a manual assignment and leaves weekly automatic allocation quotas unchanged.
Allocation products
Choose which products appear in Team & Allocation for everyone. Turning one off also pauses automatic allocation; new provider leads wait in Spare Leads. Existing leads, quotas and history are kept.
New products start paused with zero quotas for everyone. Enable the product, then set each adviser's weekly quota in Team & Allocation. The existing weekly round-robin rule applies.
Appearance
Your theme is remembered for your account.
Google Calendar
Connect your Google account so Actual Connect calendar events can also be saved to Google Calendar.
Gmail Setup
Enter the Google OAuth Client ID for Actual Connect. No Gmail password or client secret is stored.
Multi-Factor Authentication
Use Microsoft Authenticator, Google Authenticator or another TOTP app.
Checking MFA…