System Live

Today

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Here is your CRM overview. You have 0 new leads today, and 0 pending follow-ups.

Total Leads

0

Programs

0

Team & Vendors

0

Follow Ups

0

Converted

0 Task Analytics

Live Status

Online Members

0 Active

Recent Leads Overview

Latest candidates added to the system

Candidate Information	Applied Program	Current Status	Entry Date

Create New Lead

Enter candidate details and assign them to a program.

Program Name *

Candidate Name *

Email Address

Phone Number *

State *

City *

Date of Birth

Add By (Role) *

Assign to Employee(s) (Multi-select)

Unassigned / Self

Associated Vendor

Refer By

Lead Status *

Payment Status *

Remarks / Comments

Edit Lead Information

Update candidate details, status or processing stage.

Program Name *

Candidate Name *

Email Address

Phone Number *

State *

City *

Date of Birth

Refer By

Assign to Employee(s) (Multi-select)

Unassigned / Self

Lead Status *

Payment Status *

Remarks / Comments

All Leads Master

Manage and track all candidate records

Candidate Info	Program & Location	Current Status	Payment	Source / Added By	Actions

Completed Leads

Candidate	Program & Location	Status	Payment	Add By	Actions

Pending Follow-ups

Candidate to Call	Follow-up Date	Reason / Notes	Take Action

Dump Leads

Candidate	Program	Status	Payment	Add By	Actions

Add Program

Post / Designation *

Bank / Company *

Salary Package *

Program Fees

Location * Pan India

Eligibility Criteria *

Training Duration

Age Requirement

Website / URL

Google Doc/Sheet Link

Program Banner / Image

Gender Preference *

Any

Male

Female

Remarks / Internal Notes

Edit Program

Post / Designation *

Bank / Company *

Salary Package *

Program Fees

Location * Pan India

Eligibility Criteria *

Training Duration

Age Requirement

Website / URL

Google Doc/Sheet Link

Program Banner / Image (Leave blank to keep existing)

Gender Preference *

Any

Male

Female

Remarks / Internal Notes

Program Directory

Manage job roles, training programs, and batches

Program Details	Compensation & Fees	Location & Duration	Eligibility Criteria	Actions

Add Internal Employee

Full Name *

Phone Number *

Email Address *

Date of Birth

State *

City *

Panel Login Credentials

Remarks / Internal Notes

Edit Employee

Full Name *

Phone Number *

Email Address *

Date of Joining / DOB

State *

City *

Login Credentials

New Password (Leave blank to keep existing)

Remarks / Job Details

Employee Directory

Manage internal staff and their access

Employee Profile	Role & Performance	System Access (Credentials)	Actions

Add External Vendor

Vendor Name *

Phone Number *

Email Address *

Date of Registration

State *

City *

Panel Login Credentials

Remarks / Internal Notes

Edit Vendor

Vendor Name *

Phone Number *

Email Address *

Date of Registration

State *

City *

Panel Login Credentials

New Password (Leave blank to keep existing)

Remarks / Internal Notes

Vendor Directory

Manage external partners and their system access

Vendor Profile	Performance & Location	System Access (Credentials)	Actions

Unknown

Personal Details

Full Name *

Phone Number

Email (Login ID)

Date of Birth

State

City

About / Remarks

Security Settings

Update Password

Leave blank if you don't want to change your current password.

Save Changes

Review your details carefully before updating your profile.

Team Work Logs

Track daily active hours and system usage

From:

To:

Employee Name	Work Date	Time Logged (Active)

Activity Overview

Track team activities, updates and system logs

From Date

To Date

Program / Post

Member (Action By)

Date & Time	Activity / Action	Candidate Name	Program	Performed By

Welcome Back

Schedule Follow-up

Good to see you, Unknown! 👋

0

0

0

0

0

Task Analytics

Online Members

Recent Leads Overview

Global Team Chat

Create New Lead

Edit Lead Information

All Leads Master

No leads found

Completed Leads

No completed leads

Pending Follow-ups

You're all caught up!

Dump Leads

No dump leads yet

Add Program

Edit Program

Program Directory

No programs found

Add Internal Employee

Panel Login Credentials

Edit Employee

Login Credentials

Employee Directory

No employees found

Add External Vendor

Panel Login Credentials

Edit Vendor

Panel Login Credentials

Vendor Directory

No vendors found

Bulk Upload Vendors

Step 1: Download Sample Format

Step 2: Upload CSV File

Unknown

Personal Details

Security Settings

Save Changes

Team Work Logs

No activity logs found

Activity Overview

No activity logs found

Notification Center

You're all caught up!

Bulk Upload Leads

Step 1: Download Sample Format

Step 2: Upload Data File

Success!

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Unknown! 👋