Pipeline by status
Follow-ups due
Recent activity
By category
Grey rows are watchlist reference items from market research, not stock held. Red "days" means no activity for over 14 days (team view). A paperclip shows how many files and links are attached.
| Date | Item | Type | Counterparty | Details | Value (USD) | Next step | Due | By |
|---|
| Company | Type | Country | KYC | Risk | Sanctions check | NCNDA | NCNDA expiry | Fee agreement | Next review | Linked items | Live value |
|---|
Team only. Partners with view access never see this tab or its data. Red dates are overdue: sanctions screening older than 12 months, an NCNDA expiring within 30 days, or a review date that has passed.
Report subscriptions
Scheduled reports are sent automatically each morning (Seoul time). Reports leave out confidential fields: floor prices, owners/sources, counterparties, internal notes and attachments.
Teaser queue
How it works: write or generate a teaser → automatic checks block prices, serial numbers, owner / counterparty / partner names and internal notes → submit for review → an admin approves (here or with the button sent to their Telegram) → it posts to the AerBro channel with "Enquire on aerbro.com" and "Ask the Desk" buttons. Editing after submission sends it back to draft. Every step is logged and can't be edited.
Leads from teasers
| When | Teaser | Who | Message |
|---|
Users & access
New people sign in with their email on this site, then appear here as pending. Approve them, set their role and, for partners, link their company. Team sees everything; Partner sees the catalogue only. PDF downloads need the Downloads box ticked (team always has it). Only admins can change access.
| Name | Role | Approved | PDF downloads | Partner company | Chat apps | API key |
|---|
Download log
Every PDF download is recorded here before the file is generated. Entries can't be edited or deleted. Admins only.
| When | Who | Document | Ref | Scope / filters | Rows | Prices shown |
|---|
API & integrations
Partner systems and AI tools connect with an API key (create one per person or system in Users & access above). Catalogue keys see only what partners see; team keys also see internal data and can log activity.