Welcome back
Here's what's happening across your pipeline today.
Leads
| Lead | Ownership | Source | Status | Date |
|---|
Contacts
| Client Code | Name | Ownership | Source | Status | Activation | LTD | Net Cash | ALB | Networth | Deals |
|---|
Deals
| Deal | Ownership | Stage | Date |
|---|
User Management
One form covers name, branch/team, and login rights together — pick "No login yet" to add someone to the roster without giving them access, or any role to set both up at once.
| Name | Employee Code | Team | Branch | Manager | Login | Rights |
|---|
Teams
Each team has one Team Lead (Acquisition + RM rights, granted automatically when assigned) and one Manager overseeing the team. Members inherit their team's data-sharing.
| Team | Branch | Team Lead | Manager | Members |
|---|
Branches
The branch list every Branch dropdown above pulls from. Renaming updates everyone already on it; removing one just takes it out of the picker going forward.
Admin Accounts
Full access to everything, no branch/team scoping — separate from the roster above since an Admin account has no profile, just a login. Everyone else is added from "+ Add Person" instead.
| Username | Name | Status |
|---|
Organization Chart
Built automatically from each person's Designation and Reports To, set on the Add/Edit Person form in User Management — change either one there and this redraws to match.
The designation list every Designation dropdown pulls from. Renaming updates everyone already carrying it; removing one just takes it out of the picker going forward.
ToDo
Settings
Customize the call-outcome stages for Leads and the trading-intent stages for Deals. Renaming a stage updates every existing record using it.
Lead Stages
Deal Types
The pipelines Deals are split into (Onboarding, Mutual Funds, ...). Deleting a type keeps any of its existing deals/stages tagged with it, but removes it from new-deal pickers going forward.
Deal Stages
Deals are split into separate pipelines, each with its own stage list — pick which one to edit.
System Health
Performance Dashboard
Call Log
Activity Log
| Time | Employee | Lead / Deal | From → To | Comment | Call-back |
|---|---|---|---|---|---|
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Import Leads
Import leads from a large CSV
Use the original CSV exported from the old CRM — do not open and re-save it in Excel (Excel turns mobile numbers into 9.19E+11 and loses digits). Large files are uploaded in pieces and imported in batches; keep this page open until it finishes. If it stops, it continues where it left off.
Every row goes straight into Leads, so it is paged and searchable like any other lead. Rows without an owner arrive as Unassigned: on the Leads page tick Unassigned only and use Give to hand them to RMs.