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Overview The Lead Action Filter is a monitoring tool that lets managers track what actions their salesmen are taking on leads — who did what, when, and how many actions were completed. What It Shows Total number of leads in the system. Total number of actions ...

Overview This settings page controls how leads are created and how the system handles duplicate entries. Add Lead Settings Setting Description Show (select) in country code menu When ON, a blank "select" option appears in the country code dropdown. Unable to C...

Overview This page controls how lead states behave — what fields are required, when check-ins are needed, and how state changes work. Settings Reference Setting Description Done Deal State Defines which states are considered eligible to mark a lead as Done Dea...

Overview This page controls when and how the system sends email and in-app notifications related to leads. Notification Settings Setting Description Send Email on Lead Creation Sends an email automatically whenever a new lead is created. Notify Time Before (in...

Overview The Rotation feature automates how leads are distributed across the sales team. Instead of manually assigning each lead, the system can rotate leads evenly or based on conditions. Rotation Options Option Description Rotation All Users Rotates leads am...

Overview The Withdraw settings control when leads are automatically taken back from a salesman due to inactivity. Withdrawn leads move to Lead Stock and can be reassigned. Main Switch Setting Description Withdraw Leads Master ON/OFF switch for the entire withd...

Overview CIL (Client Information Letter) settings control how and when CIL reminders are sent to clients and brokers. CIL Settings Setting Description Resend CIL Reminder When ON, the system automatically resends CIL reminders. Resend CIL Reminder States Selec...

Overview The Dashboard gives you a real-time overview of your sales team's performance and lead activity for the current day and month. What You'll See on the Dashboard Daily Report Shows a summary of leads and their states for today. It displays how many lead...

Overview My Calendar gives you a visual timeline of your scheduled lead actions — upcoming tasks, follow-ups, and any delays — organized by date. Calendar Tabs The calendar has three tabs: Tab Description Leads Shows scheduled next actions for your assigned le...

Overview The Call Center module is used to handle incoming calls and log them into the CRM. When someone calls, the call center agent can categorize the call into one of three types and take the appropriate action. The Three Call Types Option When to Use Add L...

Overview The Clients module allows users to view, manage, and update client information. Each client is displayed as a card with their key details. The total number of clients is shown at the top of the page. Client Information Each client profile includes: Cl...

Sales Reports Overview The Sales Reports section gives managers a detailed view of team performance, lead distribution, and sales activity. All reports can be exported for external use. Available Reports 1. Salesmen According to States Shows how many leads eac...

Overview Use Add Lead when a caller is a new potential client who has not previously been in the system. How to Add a Lead from the Call Center Go to Call Center → Add Lead. Fill in the caller's details — same fields as a standard new lead (Name, Mobile, Email...

Overview Use Recall when an existing lead in the system calls again — for example, about a different project or to follow up on something new. How to Handle a Recall Go to Call Center → Recall. Enter the caller's mobile number in the search field. The system s...

Overview Use Ticket when an existing client (not just a lead) calls with a request, complaint, or issue. Tickets are routed to the Customer Service (CS) team. ⚠️ Important: The caller must have a Client Profile in the system for a ticket to be created. If they...