Dashboard
LA
| # | Name | Phone | Company | Source | Status | Assigned | Date | Actions |
|---|
Kanban Board
Call Logs
| # | Lead | Phone | Type | Duration | Notes | Date | By |
|---|
WhatsApp Messages
| # | Lead | Phone | Message Preview | Status | Date |
|---|
Email & SMS
| # | To | Type | Subject | Status | Date |
|---|
User Management
📊 Reports & Analytics
Lead Report
Status wise lead analysis by company
Call Report
Total calls, missed, duration analysis
Conversion
Lead to conversion funnel
Source Report
Which source gives most leads
User Performance
Agent wise lead & call stats
Company Report
Cross company comparison
⚙ Settings
SMTP Config
SMS Config
Companies
Notifications
My Profile
📧 SMTP Email Configuration
📱 SMS / WhatsApp API Config
🏢 Company Settings
🔔 Notification Preferences
New Lead Alert
Get notified when a new lead is added
Call Reminder
Reminder before scheduled calls
Email Notifications
Send email for important updates
WhatsApp Alerts
Get WhatsApp notification for new leads