Daily/Weekly/Monthly/Custom filters. Shows total sales and GST due.
Total Sales: ₹0 | GST Collected (Due): ₹0
Team Work
Admin creates work with unique ID, then assigns to users. Assignees update status; Admin can delete.
Selected Work Details
Tip: Enter unique ID to see full lifecycle from creation → assignment → completion.
Create Work
Created Work Details
Assign Work
Assigned Work Details
Pending Work:0
Profile Settings
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Change Password
Manage Users (Admin Only)
Create New User
User List
Target Assignment & Management
Change User Targets
Target Summary Table
Leads Management
Create Single Lead
Upload Leads (Admin/Manager)
Supported format: **Excel/CSV** with columns: **Name, Email, Mobile No, Company**
Assign Selected Leads
All Leads List
Memorandum of Understanding (MOU)
My MOUs
Pending Approvals
Add New Customer
Max file size: 50 KB (Image/PDF)
My Customers List
Bulk Upload Customers (Excel/CSV)
Columns: Customer Name, Company Name, Mobile No, Email, Billing Address, Onboard Date (YYYY-MM-DD), Work Type, Portal, Work Description, Priority (High/Medium/Low), GST Status (Without GST/GSTIN), GSTIN
Record New Sale
My Sales Records (Tracking)
Company GST Profile (Required for GST Invoice)
Only GST customers can be invoiced.
GST invoices cannot be generated until company profile is complete.
Generate Sales GST Invoice (Custom Fields)
Payment Reminders (In-App)
Unpaid invoices with due dates are listed below. Use Mark Notified or Snooze to manage follow-ups.
Task Assignment & Status
Assign New Work to User (Admin Only - **Work Details Non-Editable**)
Task Status Dashboard
Seller Task Report (Admin Only)
Consolidated Reports & Export (Admin)
Generate filtered data reports for better management.
1. Report Type
2. Date Range Filter
3. User Filter (Optional)
4. Download Action
Report Preview
Select report criteria and click 'Download' to generate preview.
Payment Reminders & Overdue Tracking
Upcoming payment reminders and overdue accounts will appear here.
