Dashboard Overview
Today
U
User
Role
Upcoming Reminders
0
View Data By User
Select any member to see their leads
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Total Leads
0
Hot Leads
0
Cold Leads
0
Prospects
0
Revenue
Rs 0
Leads
0
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Add Lead
All Status
New
Hot
Prospect
Expected Closing
Closed
Cold
Newest First
Oldest First
Name A-Z
Amount High-Low
0 selected
-- Assign to employee --
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Delete Selected
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#
Client
Company
Contact
Amount
Status
Created By / Assigned
Reminder
Generated
Actions
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Close Lead — Payment Details
Client: -
Closing this lead moves it directly to the Technical dashboard. All payment details are required.
Package Plan *
Amount (Rs) *
Payment Mode *
-- Select --
Website
UPI
NEFT
IMPS
RTGS
Cash
Cheque
UTR / Transaction Ref *
Payment Screenshot (optional)
Assign Lead to Employee
Client: -
Select any employee to assign this lead.
Select Employee *
-- Select Employee --
Set Reminder
Client:
-
📅 Today
⏭️ Tomorrow
3 Days
1 Week
15 Days
1 Month
📅 Date
*
⏰ Time
💬 Reminder Note / Message
🔔
REMINDER ALERT!
It's time for your scheduled task
Client Name
Company Name
Now
Reminder note here
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