GreenCityDholera CRM

⚙️ Admin Panel • Agent Access & Assignment

Admin पूरा CRM manage करेगा. Agent ko pehle yahan Agent Directory mein add karein, phir usi email se Supabase Auth user banayein. Uske baad Lead form se dropdown mein agent select karke lead assign karein.

Current Login Email

Recognized Admin Emails

Agent Permissions

Agent Login

👨‍💼 Agent Directory

Agent Name

Agent Login Email

Agent ko financial modules, client payments, commission, builder payout aur reports ka access नहीं मिलेगा. Lead assignment lead form ke Agent Email field se hoti hai.

👥 Agent Work

Har agent ke assigned leads, calls, follow-ups aur bookings.

👨‍💼 Agent Panel

Assigned leads, calling, follow-up aur daily work ek jagah.

Agent

☁️ My Lead SyncLoading assigned leads...

📋

My Leads

0

Aapko assigned leads

⏰

Follow-ups Due

0

Aaj ya overdue

✅

Booked

0

Converted leads

📞

Need Calling

0

New / follow-up leads

⚡ Agent Quick Actions

📌 Daily Work

My active leads0

Site Visits0

Negotiations0

🌿 Welcome to GreenCityDholera CRM

Sales, collections, installments aur commission ko ek hi dashboard se manage karein.

Dashboard

👥

Total Clients

0

Registered clients

🏡

Total Sales

₹0

Total booking value

💰

Amount Received

₹0

Collected from sales

⏳

Commission Pending

₹0

Payable / receivable balance

⚡ Quick Actions

📈 Collection Overview

Total Sale Value₹0

Total Received₹0

Outstanding₹0

Collection %0%

Collection progress0%

📌 Payment Status

Paid Installments0

Part Paid0

Pending0

Commission Received₹0

🕒 Recent Bookings

Client	Project	Sale	Status

Add Client

Name

Mobile

City

Source

Client List

Name	Mobile	City	Source	Action

New Booking / Sale

Client

Builder

Project

Plot Size

Sale Price ₹

Client Received ₹

Commission %

Commission (Auto) ₹

Booking Date

Booking Status

Sales Register

Client	Project	Size	Sale Price	Received	Commission	Status

Installment / Part Payment Plan

Client

Installment No.

Due Date

Payment %

Due Amount ₹

Received Amount ₹

Commission %

Commission Eligible ₹ (Auto)

Commission Received ₹

Installment Register

Client	No.	Due	Due ₹	Received ₹	Commission Eligible	Commission Due	Status	Action

Part Payment Commission

Part payment / received amount ke basis par commission calculate hoga. Pending commission automatically reduce hogi jab Commission Received enter karenge.

Client

Installment No.

Part Payment Received ₹

Commission %

Eligible Commission ₹ (Auto)

Commission Received ₹

Part Payment Commission Register

Client	Installment	Part Payment	Rate	Eligible Commission	Commission Received	Pending	Action

Builder-wise Commission Payout Dashboard

Eligible Payout₹0

Commission Received₹0

Commission Balance₹0

Pending Installments0

Builder / Project Payout

Builder Commission Rate (%)

Percentage बदलते ही eligible commission और payout अपने-आप calculate होगा।

Builder	Project	Sales	Received	Auto Payout	Commission Received	Balance	Action

🏗️ Builder Commission Payout Reminder

यह Client Reminder से अलग dedicated Builder module है। Builder को commission payout के लिए WhatsApp reminder भेजें।

Builder Name

Builder WhatsApp Number

Project Name

Commission Due ₹

Reminder Message

Saved Builder

No builder saved

📥 Admin Bulk Lead Upload & Assignment

Excel (.xlsx/.xls) ya CSV upload karke multiple leads ek saath selected Agent ko assign karein.

Assign All Uploaded Leads To Agent

Excel / CSV File

Columns: name, mobile, source, project, budget, status, followdate, followtime, note

📋 Uploaded Leads Preview

No file selected

📞 Calling & Lead Follow-up

Lead add karein, calling status aur next follow-up track karein.

Lead Name

Mobile

Source

Project / Requirement

Budget ₹

Lead Status

Next Follow-up Date

Next Follow-up Time

Assign Lead To Agent

Agent Email

Last Call Date

Call / Follow-up Notes

🗑️ Lead Management / Delete

Admin yahan se lead delete kar sakta hai. Agent ko delete permission nahi hai.

🔄 Live Agent Updates

Agent ke latest calling, status, follow-up aur notes yahan automatically refresh honge.

Not synced

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📋 Lead Follow-up Register

Lead	Mobile	Project	Source	Status	Next Follow-up	Assigned	Action

Reports

नीचे से CSV report डाउनलोड करें। यह Excel में खुल जाएगी।

WhatsApp Payment Reminder

Client चुनकर reminder भेजें। WhatsApp app में message तैयार हो जाएगा।