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Dashboard Leads 12 Pipeline Department Pipeline My Department Pipeline Follow Ups 2 Tasks Reports Team

Administration

Admin Panel Integrations Settings

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RV

Rajesh Verma Administrator

Dashboard Leads Pipeline Follow Ups

Lead Profile Details

Add New Lead

Warning: Phone number already exists in CRM!

Customer Full Name *

Phone Number *

Email Address

Lead Source *

Item / Product Enquired

Estimated Value (₹)

Priority / Tag

Assigned Executive

Address / Location

Follow-up Date

Follow-up Task

Remarks & Requirements

CSV Lead Import

Upload a standard `.csv` file containing lead columns (Name, Phone, Source, Item, Value).

Complete Follow-Up Task

Schedule Next Follow-Up Date (Optional)

Next Follow-Up Task / Action

Create New Task

Task Title *

Due Date

Assign To (Team Member) *

Tag / Priority

Add Custom Lead Field

Field Name *

Field Type

Dropdown Options (Comma separated)

Visible in Lead Management Table Include in Filter Drawer

Add New Team Member

Full Name *

Email Address *

Phone Number *

Account Password *

Role & Department * Select multiple roles/departments

Executive Calling Team Marketing Team Site Visit Team Design Team 3D Drawing Team Quotation Team Payment Team Manager Admin

Role-Based Access Permissions:

Dashboard Lead Management Sales Pipeline Department Pipeline Follow-Ups Task Management Reports & Analytics Admin Control Panel

Active Account

Pipeline Stage

Stage Name *

Stage Color *

Description

Lead Source

Source Name *

Lead Tag

Tag Name *

Confirm Action

Are you sure?

Add Follow Up Type

Follow Up Task Name *

Executive Overdue Tasks

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Integration Setup