Stage Funnel (10 stages β aligned with WhatsApp templates)
Click a stage to filter the table below
My Leads
Leads assigned to you Β· 0 matching
ποΈ Highlighted columns are populated by the ElevenLabs voice agent β 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
ποΈ Agent
ποΈ Budget Ready
ποΈ Lead Stage (Agent)
ποΈ Store Location
ποΈ Transcript Summary
ποΈ Duration
ποΈ Job
Created
Actions
Follow-ups
Leads with a scheduled "Next Follow-up Date" β 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.
π Schedule a Follow-up
Pick a lead and a date β 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 β€ 30 days
Handover & Project Tracker
Every signed lead β 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"
β Token payment received & verified
β Full investment paid & receipts shared
β Franchise agreement signed by both parties
β Site finalised & lease/rental documents shared
β Interior & fit-out completed (per model spec)
β Equipment delivered & installed
β Staff hired & trained at HQ
β Outlet record created in franchise_outlets table
β Launch date confirmed with MF & Admin
Project Status
β
Visible to Admin, MF and the rest of the sales team. Add weekly.
Sales Team Members
Executives reporting to you in β
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
β
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.
ποΈ Voice Agent (ElevenLabs)Read-only β synced from Supabase, populated by agent webhook
No voice-agent call recorded for this lead yet.
Add Note / Activity
Activity Timeline
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Payments
Step
Amount
Mode
Status
Date
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Add New Lead
π± Instagram Ad β 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: β
Only Admin can create another Sales Head.
π¬ WhatsApp Follow-up
β
Pick a template (stage-aware)
Preview / Edit
Edits stay in this preview β they're sent to WhatsApp when you click "Open WhatsApp".