Lead Dashboard
Today’s leads, follow-ups and team performance
Callbacks and follow-ups
No reminders due.
Lead assignment health
Checking campaign rules and unassigned leads.
| Assignment rule | Source | Active agents | Distribution | Today | Unassigned | Health |
|---|
Agent performance
Leads, qualified customers, dispatches and orders
| Agent | Leads | Qualified | Dispatched | Orders |
|---|
Lead pipeline
0 leads
| Lead | Source | Campaign | Status | Agent | Follow-up | Created |
|---|
Today's calling tasks
Overdue callbacks appear first. Complete each task from the lead record.
Coins and incentives
Earn rewards from configured calling achievements.
Team leaderboard
This month's CRM achievements
Call history and recordings
Agent-wise call time, outcomes and recordings
| Date & time | Lead | Agent | Outcome | Duration | Notes | Recording |
|---|
Meta campaigns and agent distribution
Map WhatsApp Ad IDs or Instant Form IDs to selected agents and routing weights.
Team members
Administrators see all records. Enable Leads and Bulk Marketing separately for each user; users see only their own records.
Follow-up work queue
Due and overdue callbacks assigned to you
Sales configuration
Lead workflow, WhatsApp templates, campaign Excel imports and audit history
CRM Studio
Configure the calling workflow without editing source code. Changes apply to agent accounts immediately and remain audit logged.
WhatsApp Marketing
Upload your customer CSV, select an approved Meta template and create a trackable bulk campaign.
Bulk WhatsApp campaigns
Upload contacts, send approved templates and monitor sent, delivered, read and failed messages.
Customer consent register
Marketing consent needs a recorded source and evidence. STOP replies suppress future campaigns.
| Customer | Campaign | Consent | Adult | Evidence |
|---|
Meta template approval
Create a compliant draft, submit it to Meta, then sync until its status becomes APPROVED. Approval is decided only by Meta.
Meta payment and CRM cost estimates
Add or change the payment method only in Meta. This CRM records estimates and your manually verified Meta balance.
| Date | Type | Reference | Amount | Note |
|---|
Inbound auto-chat workflows
Original drag-and-drop builder for keywords, safe replies, templates, waits and lead updates.
Office attendance
Office locations are not configured.
Today
Check in from either active office using a live selfie and GPS.
Location permission must be enabled. GPS validation is performed by the server against the office radius.
My monthly attendance
Late, half-day and checkout records
| Date | Office | Check in | Check out | Status | Distance | Selfie |
|---|
Office locations and attendance policy
Agents can record attendance within the allowed radius of either active office.
Agent attendance
Create or fully correct attendance, office, time and status.
| Date | Agent | Office | Check in | Check out | Status | Distance | Selfie | Correction |
|---|
Monthly salary
Absence and half-day deductions; every 3 late arrivals deduct ½ day.
| Agent | Monthly salary | Working days | Present | Absent | Half days | Late | Deduction days | Deductions | Adjustment | Net salary | Status |
|---|
Confirmed order accounts queue
Confirmed medicine orders automatically appear here for invoicing and payment updates.
| Customer | Sales agent | Accounts owner | Invoice total | Received | Balance | Invoice | Action |
|---|
Company billing profile
These legal and payment details are printed on invoices. Ask your accountant to verify tax fields.