AFIT ASSOCIATES

AFIT Associates CRM

Sales Performance System

EMAIL

PASSWORD

TEST DATA ACTIVE — 5 SAMPLE LEADS

9:41● Online

CRM DashboardGood morning 👋

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My Activity Results📊

Leads0 Leads

LeaderboardThis Month

Daily Missions0/5

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⌂Home ▥Dashboard ◎Leads ♙Staff ◴Follow-ups •••More

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CLIENT NAME

Please enter client name

COUNTRY

MOBILE / WHATSAPP

LOCATION

LEAD SOURCE

Please select lead source

Please enter location

Mobile number entered is incorrect

WABIS LEAD ID — OPTIONAL

CAMPAIGN NAME — OPTIONAL

OTHER SOURCE DETAIL

APPROX SQFT

Please enter SQFT area

ESTIMATED VALUE — SQFT × ₹43

TEMPERATURE

STATUS

ASSIGNED TO

TRANSFER REASON — MANDATORY

NEXT FOLLOW-UP — MANDATORY

Please select next follow-up date and time

SITE VISIT DATE & TIME — MANDATORY

Please select site visit date and time

SITE GPS — MANDATORY

ACTUAL SQFT

FINAL RATE / SQFT

FINAL ESTIMATE AMOUNT

ESTIMATE VALID UNTIL — DEFAULT 1 MONTH

ACTION RESULT — MANDATORY

Please enter final rate

Please select action result

Please enter actual SQFT area

REJECTION REASON — MANDATORY

OTHER REJECTION REASON — MANDATORY

LOST REASON

Please select lost reason

OTHER LOST REASON

ADVANCE AMOUNT

PAYMENT DATE

Please select payment date

PAYMENT MODE

Please enter advance amount

Please select payment mode

CASH RECEIPT NUMBER

PAYMENT PROOF

OTHER PAYMENT MODE DETAIL

MANAGER APPROVAL ACTION

Please upload payment proof

REJECTION REASON — MANDATORY

CLOSED SALE VALUE

Please enter closed sale value

EXPECTED WORK START DATE

Please select expected work start date

NOTES