Stage Funnel (10 stages — aligned with WhatsApp templates)
Click a stage to filter the table below
My Leads
Leads assigned to you · 0 matching
🎙️ Highlighted columns are populated by the ElevenLabs voice agent — store location, call summary, status and duration come straight from the agent's call.
Name
Phone
Email
City
Lang
Model
Source
Stage
Status
Assigned To
Next Follow-up
Latest Sales Comment
🎙️ Agent
🎙️ Budget Ready
🎙️ Lead Stage (Agent)
🎙️ Store Location
🎙️ Transcript Summary
🎙️ Duration
🎙️ Job
Created
Actions
Follow-ups
Leads with a scheduled "Next Follow-up Date" — your call/visit calendar
How follow-ups work:
Every lead has a "Next Follow-up Date" field. Set it from the lead's detail view, the quick-schedule button below, or after a WhatsApp/call session. Dates due today bubble up to your dashboard; overdue ones are highlighted red.
📅 Schedule a Follow-up
Pick a lead and a date — saved instantly
Only your active (non-closed) leads are listed.
In Handover
0
Token paid & in progress
Awaiting Site
0
Site not yet finalised
Fit-out Active
0
Interior in progress
Launching Soon
0
ETA ≤ 30 days
Handover & Project Tracker
Every signed lead — current status of payment, agreement, site, fit-out, equipment, staff & launch ETA. Editable by Sales Executive and Sales Head.
Lead
City
Model
Payment
Agreement
Site
Fit-out %
Equipment
Staff
Launch ETA
Current Status
Last Updated
Actions
Handover Checklist (reference)
Required items before marking a lead "Launched"
✅ Token payment received & verified
✅ Full investment paid & receipts shared
✅ Franchise agreement signed by both parties
✅ Site finalised & lease/rental documents shared
✅ Interior & fit-out completed (per model spec)
✅ Equipment delivered & installed
✅ Staff hired & trained at HQ
✅ Outlet record created in franchise_outlets table
✅ Launch date confirmed with MF & Admin
Project Status
—
Visible to Admin, MF and the rest of the sales team. Add weekly.
Sales Team Members
Executives reporting to you in —
Name
Email
Phone
Assigned Cities
Active Leads
Closed (MTD)
Status
Actions
Assign / Reassign Leads
Pick leads and route them to your team members
Name
Phone
City
Status
Current Owner
Team Performance
Month-to-date metrics per executive
Executive
Total Leads
Active
Closed Won
Closed Lost
Conversion
Avg Days to Close
My Profile
Personal details & password
Lead Detail
—
Templates auto-pick based on current stage
Lead Pipeline
Contact & Lead Info
Shared with the lead via the Inquiry WhatsApp template. Regenerating invalidates the previous PIN.
Opens the Inquiry template pre-filled with the latest PIN and portal link.
🎙️ Voice Agent (ElevenLabs)Read-only — synced from Supabase, populated by agent webhook
No voice-agent call recorded for this lead yet.
Add Note / Activity
Activity Timeline
Loading…
Payments
Step
Amount
Mode
Status
Date
Loading…
Add New Lead
📱 Instagram Ad — Campaign Details
These details will be saved as a note on the lead so we can attribute and report on Instagram Ad performance.
Add Team Member
Cities must be within your region: —
Only Admin can create another Sales Head.
💬 WhatsApp Follow-up
—
Pick a template (stage-aware)
Preview / Edit
Edits stay in this preview — they're sent to WhatsApp when you click "Open WhatsApp".