Dashboard Overview

Last 7 days Last 30 days Last 90 days

Recent Activities

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Customer Management

All Status New Active Inactive All Assigned Assigned to Me Unassigned

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Customer Database

0 customers

Customer	Contact	Status	Inquiries	Last Interaction	Assigned To	Actions

Inquiry Management

All Status Pending Responded Converted Closed All Priority Low Medium High Urgent

Inquiry Pipeline

Customer	Property	Status	Priority	Assigned To	Follow Up	Actions

Customer Interactions

All Types Phone Call Email Meeting SMS WhatsApp Note All Outcomes Interested Not Interested Follow Up Required Converted No Response

Log Interaction

Interaction History

Customer	Type	Subject	Employee	Duration	Outcome	Date	Actions

Analytics & Reports

Last 7 days Last 30 days Last 90 days Last year Export Report

Employee Management

All Departments Sales Marketing Support Management Development All Roles Telecaller Manager Developer Admin Executive

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CRM Settings

System Configuration

Default Follow-up Period (days)

Max Interactions Per Day

Auto-assign Inquiries Enabled Disabled

Notification Email

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