Register Deal
Add a new enquiry or manual lead.
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User Management
Delete Approvals
Merged Archive
Sales Report
Today Reminders
Due and overdue calls/follow-ups.
Renewal Reminder
Customer reminders appear 30 days before expiry.
Register Renewal
Add renewal details and customer reminder date.
Renewals v3
Admin test view. Customer is linked by Customer ID from Customer Master.
Register Renewal v3
Select customer from Customer Master. The renewal saves Customer ID and name.
Product & Supplier Directory
Register Supplier
Add supplier products and contact details.
Customer Directory
Shared Customer Master for Sales, Renewals, and Support.