1. Sales Module
Sales Module — Manage your entire sales pipeline from lead creation to deal closure. Covers lead management, assignment, states, actions, uploads, settings, and performance reports.
New Leads
This guide covers managing leads, including creating New Leads, managing Lead Stock, handling Dup...
New Leads
Overview The New Leads section shows all leads that have recently entered the CRM and have not ye...
Leads Stock
Overview Lead Stock contains leads that have been withdrawn from a salesman — either manually, au...
Duplicated Leads
Overview The Duplicated Leads screen shows leads that someone attempted to add more than once. In...
Add / Upload New Lead
Overview Use this to add a single lead manually into the CRM. How to Add a New Lead Go to Sales M...
My Leads
The My Leads module is a centralized hub where you can manage all your leads. After creating a le...
Dashboard / My Calender
Sales Settings
Add Lead & Duplication
Overview This settings page controls how leads are created and how the system handles duplicate e...
State Action
Overview This page controls how lead states behave — what fields are required, when check-ins are...
Notifications
Overview This page controls when and how the system sends email and in-app notifications related ...
Rotation
Overview The Rotation feature automates how leads are distributed across the sales team. Instead ...
Withdraw
Overview The Withdraw settings control when leads are automatically taken back from a salesman du...
CIL
Overview CIL (Client Information Letter) settings control how and when CIL reminders are sent to ...
Sales Reports
General Settings
Overview General Settings is where the system-wide configuration lives — company identity, commun...