📊

My Leads View and manage pipeline

📅

Appointment Manage designer availability

🎨

Design Module Your design project

Lead Management System

Sales Executive

👋 Welcome, Designer!

My Assigned Clients

My Appointments

Upcoming Meetings

Quick Actions

Recent Assigned Clients

Loading clients...

	Enquiry Date	Name	Stage	Substage	Pincode	Assignee	Due Date	Actions

Lead Name

Assigned to: -

Phone

Alternate Phone

Property Pincode

Customer ID

Budget

Quote Link

Follow-up Date

Status

Lead Source

Designer Name

Activity History

Task

Lead created

Just now

📋 Lead Details Add Lead

Lead Information

Name

Property Pincode

Phone

Alternate Phone

Feedback

Budget

Lead Source

Language Preferred

Property Details

Designer Name

Notes

Important Dates

Follow-up Date & Time

Sales Executives

View existing sales executives and create new ones from the same screen.

Name	Email	Phone	Branch	Status	Actions

Create Sales Executive / Presales Manager

Select the role and fill the details below to add a new user.

Role *

Name *

Email *

Phone *

Branch *

Username *

Password *

Sales Manager *

Admin Panel

Admins List

ID	Username	Email	Role	Status	Actions

Create User

Role *

Username *

Password *

Email *

Name *

Phone

Branch *

Parent *

Assign Sales Executive to Manager

All Users Management

Filter by Role:

ID	Username	Email	Name	Phone	Role	Branch	Manager ID	Status

⇄ Branch Transfer

A clean, single flow to move a teammate between branches while keeping all of their context intact.

Select User *

Current Branch

New Branch *

Reason (optional)

Leads & appointments remain linked to this user after transfer.

Sales Managers List

ID	Username	Email	Role	Branch	Manager ID	Status	Actions

Sales Executives Management

ID	Name	Email	Phone	Branch	Sales Manager	Status	Actions

Presales Executives Management

ID	Name	Email	Phone	Branch	Presales Manager	Status	Actions

Presales Executives Management

ID	Name	Email	Phone	Branch	Presales Manager	Status	Actions

📊 Lead Limit Management

⚙️ Default Lead Limit

Set the default monthly lead limit for new users. This will be applied to users who don't have a specific limit set.

Default Limit:

👥 Users Lead Limits

Select All

	Name	Role	Branch	Current	Limit	Remaining	Usage	Action

🎯 Set Limit by Role

Set the same monthly lead limit for all users with selected roles.

Select Roles:

👔 Sales Executive 👨‍💼 Sales Manager 📋 Presales Executive 🎯 Presales Manager

💡 Click checkboxes to select multiple roles

Monthly Limit:

0 roles selected

📊 Import Leads from Excel

Step 1: Upload Excel File

Upload an Excel file (.xlsx) containing lead data. The first row should contain column headers.

Click to upload or drag and drop Excel file (.xlsx, .xls)

📆 HUB Calendar

Connect your account once, then view your calendar events directly inside CRM with the same weekly calendar layout used in the design module.

Connect HUB Calendar to load events.

📅 Appointment Management

Client Name	Start Time	End Time	Description	Assigned To	Google Sync	Actions
Loading appointments...

Holla, Welcome Back

Lead Management System

👋 Welcome, Designer!

Quick Actions

Recent Assigned Clients

Lead Types

My Assigned Leads

Lead Name

📋 Additional Custom Fields

📋 Lead Details Add Lead

Lead Information

Information Summary

Notes

Important Dates

Sales Executives

Create Sales Executive / Presales Manager

Lead Details

Admin Panel

Create Admin (Super Admin Only)

Admins List

Create User

Assign Sales Executive to Manager

All Users Management

⇄ Branch Transfer

Sales Managers List

Sales Executives Management

Presales Executives Management

Presales Executives Management

📊 Lead Limit Management

📅 Set Monthly Lead Limit

⚙️ Default Lead Limit

👥 Users Lead Limits

🎯 Set Limit by Role

📊 Import Leads from Excel

Step 1: Upload Excel File

Step 2: Select Sheet to Import

Step 3: Map Excel Columns to Lead Fields

Step 4: Importing...

Step 5: Import Complete!

📆 HUB Calendar

📅 Appointment Management

Create Appointment

Client Details

Activity History