CRM

From → To

—◎

Leads Pending

Active leads

—◷

Remainder Pending

Upcoming tasks

—✓

Won / Closed

of total leads

—⚠

Overdue Tasks

Needs attention

Leads by Stage

—

Total

Recent Leads

Today's Activities

All0

⚠ Overdue0

📅 Today0

✓ Done0

Source	Name	Phone	Email	Last Note	State	Created	Due	Status	Actions

New0

Qualified0

Proposal0

Negotiation0

Won0

Lost0

Upload Excel File

Import leads from .xlsx or .csv — phone column required

⬆

Click to upload or drag & drop

Excel (.xlsx) or CSV — columns: name, phone

Source tag

Sync WhatsApp Replies

Pull new leads from campaign_replies table

Import History

Date	File / Source	Assigned To	Imported	Skipped	By
No imports yet

Name	Email	Role	Leads	Won	Actions

Select all 0 selected

	Source	Name	Phone	Created	Assign To	Action

0 selected

Lead Funnel

Avg. Days in Each Stage

Stage	Avg Days	Fastest	Slowest	Leads

Leaderboard

#	Agent	Leads	Activities	Won	Conv. Rate

From

→

To

—

Total Calls

—

Total Talk Time

Daily Breakdown

Date	Agent	Calls Made	Talk Time	Avg/Call	Leads Contacted

Source	Name	Phone	Marked At	Agent	Action

Dashboard

Today's Diary

Pipeline

My Tasks

Import Leads

Users

Assign Leads

Reports

Attendance & Call Time

Unanswered Calls

Schedule a follow-up?

Dashboard

Today's Diary

Pipeline

My Tasks

Import Leads

Users

Assign Leads

Reports

Attendance & Call Time

Unanswered Calls

Lead Details

Contact

Stage

Activity Timeline

Schedule Activity

Why was this lead lost?

Add Lead

Add User

Activity

Bulk Action

Schedule a follow-up?

Team Summary