UpdateDesk™
Private Stakeholder Community
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UpdateDesk™
Stakeholder Community · My Digital Desk™
Front Desk
Shared stakeholder updates
Today on the Calendar
New Events to Review
Community Updates—
Approved Members—
Private Messages—
Community Feed
Publish An Update
Conversation
Only the community owner and the selected stakeholder can see anything in this workspace.
Shared Notes
Next steps, decisions, key contacts — anything you both want to keep handy. Either of you can edit.
Shared Files
PDF, Word, Excel, PowerPoint, images, text, CSV or ZIP · up to 25 MB each
Open Tasks
Tasks aren't switched on in the database yet.
The community owner needs to run Migration 2 (tasks) in Supabase.
Open Tasks
Completed
Add A Task
The link directory isn't switched on in the database yet.
The community owner needs to run the link directory migrations in Supabase.
Add A Link
Edit Category
Add A Category
Categories
All Links
Community Members
The calendar isn't switched on in the database yet.
Run the calendar migration steps in Supabase.
Event
Calendar
Coming Up
Lessons
The File Library isn't switched on in the database yet.
The community owner needs to run the File Library migration steps in Supabase.
New files are private to you until you share them.
Share
Files
Contacts aren't switched on in the database yet.
Run the Contacts migration step in Supabase.
Total Contacts—
Added This Week—
Waiting for RevCast—
Sent to RevCast—
Recently Added
Where You Met Them
Top Tags
Exports the ticked contacts, or every contact not yet sent if none are ticked.
Your Contacts
Contact
Add a Contact
Shared Contacts
Contact
My Notes isn't switched on in the database yet.
The community owner needs to run the My Notes migration steps in Supabase.
Notes
Lead Capture isn't switched on in the database yet.
The community owner needs to run the Lead Capture migration step in Supabase.
The Policy
Every contact you meet for WBN — in a meeting, a meeting chat, an event or a call — is submitted through Lead Capture within 24 hours.
- Why: leads go cold fast. One place, one format, and nobody's contacts get lost in a chat log.
- What counts: anyone who could become a client, partner, sponsor or referral source.
- Consent: only submit people who shared their details with you, or who you have a clear reason to contact. Record what they agreed to.
- Privacy: do not keep copies of lead lists in personal files or chats once submitted.
The Steps
- After the meeting, open the meeting chat and copy the person's details.
- Go to Lead Capture → Submit a Lead. Paste the chat text into Quick paste — the email and phone fill in for you.
- Check the name, company and meeting, and choose what they agreed to under Consent.
- Click Submit Lead. Repeat for each person; the meeting name is kept for the next one.
- George reviews new leads, adds them to Contacts and moves them into the RevCast sales cycle.
- Check My Submitted Leads to see which of yours have been added.
Submit a Lead
My Submitted Leads
Approved Members—
Awaiting Approval—
Community Updates—
Private Messages—
Needs Your Attention
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Newest Members
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Approved Members
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Run the Announcement Bar migration step in Supabase.
Announcement Bar
Paste today's announcement. Start with a label in capitals and a colon (for example BREAKING NEWS:), then separate items with •. It scrolls across the top of UpdateDesk™ for every member.
Preview
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Read-only status for this browser session. Database changes are made in the Supabase SQL Editor, never from this page.
The redirect URL must be listed under Supabase Authentication → URL Configuration so confirmation and sign-in emails return to this page.
Profile
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Private Stakeholder Community