Overview
Leads snapshot
Total Leads
0
Today follow-ups
0
Won Leads
0
Total Received (INR)
0
Total Receivable (INR)
0
Leads
Add/Edit/Delete • Search • Stage filter • CSV export. (Won lead ને Customer માં convert કરી શકો.)
| Name | Phone | City | Stage | kW | Follow-up |
|---|
Add / Edit Lead
Customers
Customers master list. Lead (Won) થી convert થાય છે અથવા manual add.
| Name | Phone | City | Roof | Approved kW |
|---|
Add / Edit Customer
Projects / Installation Tracking
Customer સાથે project link કરો અને stage પ્રમાણે tracking કરો.
| Project | Customer | Stage | Target date | kW |
|---|
Add / Edit Project
Invoices
Customer / Project માટે invoice બનાવો અને status track કરો.
| Invoice # | Customer | Project | Date | Total | Status |
|---|
Add / Edit Invoice
Payments
Invoice સામે received payment enter કરો. Balance અને Invoice status auto-update થશે.
| Date | Invoice # | Customer | Amount | Method | Ref |
|---|
Add / Edit Payment
Selected Invoice Summary
Tasks / Follow-up Calendar
Lead/Customer/Project માટે follow-up tasks બનાવો. Due date પ્રમાણે calendar view.
| Due | Title | Linked to | Status | Priority |
|---|
Calendar (by due date)
Add / Edit Task