Settings
Company Profile
This data helps Kate provide smarter recommendations — territory planning, rep assignments, and warehouse routing.
Company Information
Basic details about your business
HQ & Distribution Centers
Used for driving distance calculations and rep territory planning
Headquarters
Warehouses & Satellite Locations (3)
Miami HQ Warehouse
7000 NW 32nd Ave, Miami, FL 33147
Fort Lauderdale Satellite
2200 W Commercial Blvd, Fort Lauderdale, FL 33309
Orlando Distribution
4500 L B McLeod Rd, Orlando, FL 32811
Sales Team
Reps, territories, and assignments — Kate uses this for prospect routing
| Rep | Territory | Warehouse | Accounts | Contact |
|---|---|---|---|---|
MR Maria R. | South Florida | Miami HQ Warehouse | 52 | maria@successflooring.com |
TB Tom B. | Central Florida | Fort Lauderdale Satellite | 38 | tom@successflooring.com |
KC Kevin C. | North Florida | Orlando Distribution | 24 | kevin@successflooring.com |
JL Jess L. | Georgia | Miami HQ Warehouse | 18 | jess@successflooring.com |
Territories
Geographic areas where your team operates
South Florida
60 mile radius
Central Florida
50 mile radius
North Florida
40 mile radius
Georgia
60 mile radius
Texas
100 mile radius
Data Upload
Import your customer data to power Kate's analysis
CSV Template
Download, fill in your data, and upload back
Required columns
Optional columns
Works with exports from Google Sheets, Excel, QuickBooks, Xero, Wave, and any CSV-compatible software. See Help for step-by-step guides.
Outreach Vendor Keys (BYOK)
Connect your own accounts — Kate uses your keys to run campaigns
VoiceDrop
Tier 1 — Ringless VoicemailTwilio
Tier 2 — SMSResend
Tier 2 — EmailHeyGen
Tier 3 — AI VideoHandwrytten
Tier 3 — PostcardsYou pay vendors directly at their rates. We never mark up API costs.
This is a demo account with sample data. In your real portal, all fields are editable.