Total Leads

0

Notifications

0

Upcoming Follow-up

0

Open Calls

0

Upcoming follow-up

Upcoming Renewals

Open Calls

Leads Management

SN Lead ID ⇅ Name ⇅ Mobile ⇅
State/City ⇅
Source ⇅
Lead Type ⇅
Status ⇅
Call-back ⇅ Last Modified ⇅
Owner ⇅
Flag Edit
Lead ID Name Email Mobile State/City Original Date Duplicate Date
Total Records: 0

Settings

Email Share Defaults

Manage Lead Type Options

Manage Source Options

Manage Status Options

Manage Owners

Manage Plan Options

Manage Instrument Options

Manage Client Status Options

Employee Class Rights

Configure permissions globally for each class of employee. Troops assigned to these classes inherit these settings.

Employee Class View Leads Delete Leads View Mobiles Assign Owners View Clients View Email Campaigns View Research Manage Research Add Research Share Research View Watchlist View Recycle View Troops HR View Settings View Onboarding View Invoicing Edit Reports Count Manage Payments Delete Trades

Registered User Logins

Username Role / Class Linked Troop Code Status Actions

Two-Factor Authentication (2FA)

Enhance your account security with Google Authenticator or any TOTP app.

MFA Status: Disabled

Clients Directory

SN Lead ID ⇅ Name ⇅ Email ⇅ Mobile ⇅ Agreement From Date ⇅ Agreement End Date ⇅ Paid Till ⇅
Plan ⇅
Amount Paid ⇅ No. of Reports ⇅
Status ⇅
Owner ⇅
Flag Edit
Total Clients: 0

Research Calls
Total Records: 0

Client Onboarding & Agreement

Generate Invoice

Watchlist
Total Records: 0

Recycle Bin

Name Email Mobile State/City Deleted Date
Total Records: 0

Work Force HR System

Active Troops

0

Net Payroll

₹0

Sales Perf

0%

Sales Achieved

₹0

🎂 Upcoming Birthdays (Next 30 Days)

✨ Work Anniversaries (Next 30 Days)

Recent Joinees

Name Designation DOJ Status Sales Target Status
Name ⇅ Code ⇅ Roll ⇅ Team ⇅ Designation ⇅ Reports to ⇅ Gender ⇅ DOB ⇅ DOJ ⇅ Email Mobile Insured EC Name EC Relation EC Mobile Compensation ⇅ PAN Aadhaar Status Docs Bank Account No IFSC Edit

Monthly Payroll Configuration

Name Roll Team Compensation Prorate Days Prorate Amount Reimbursements Deduction Rate TDS PT To Bank
Name Target Achieved Performance %
Month Year Compensation Roll Prorate Reimbursements TDS PT Net to Bank

Dropdown Categories

Roll Types

    Designations

      Genders

        Teams

          Status Options

            Tax & Compliance Rules

            Roll Type Deduction Rate (%) PT (₹) Action

            Email Campaigns

            Campaign Groups

            Saved Groups

            Email Sending History

            Date Recipient Subject Status Delivered

            Compose & Send Campaign Email

            My Reminders

            SN Title Reminder Date Yearly Recurring Actions