Due & Upcoming Follow-ups

All Customers

Staff Access & Daily Targets

Create staff accounts in Supabase Authentication first. New accounts have no CRM access until activated here. Targets measure daily calls; no fixed work hours.

Import Webinar Attendance

CSV: Full Name, Mobile Number, Total Time (minutes). Retains attendance history even below calling threshold.

Duplicates are merged using the selected CSV row format. Existing attendance and customer details are always preserved on re-import; conflicting rows are skipped. A repeated name/date must use the original calling threshold. Attendance below threshold remains visible but is not placed in the calling queue unless a later webinar qualifies.

Payment Review

Only Admin can approve. Always cross-check bank/payment records.

Daily Activity

Verified Payments (Selected Month)

Call Activity & Timestamps

₹1,000 is excluded from salary-eligible conversions. Each customer can have only one verified ₹4,000 or ₹5,000 conversion. Actual incentive rate is not configured.