Dashboard
Live data
Pipeline
Where every lead stands · click a number to see those customers
Needs attention
Leads slipping right now. Click a row to work through them.
Conversion funnel
% of assigned leads at each stage · click a stage to see customers
Lead quality
Hot, warm and cold leads in this view.
0leads
Team performance
Click a column to sort. Click an officer to focus the whole dashboard on them.
Visit Log
| Customer | Officer | Stage | Next follow-up | Latest remark | Lead date |
|---|
Pending Follow-up Summary
For |
| Territory | Officer Name | New Assigned |
New Pending |
Resale Assigned |
Resale Pending |
Total Pending |
|---|