📞 Today's Follow-ups

⚠️ Overdue Follow-ups

🕒 Recent Clients

🔍

All Status Needs Follow-Up Visited No Answer Not Interested No Requirement Quotation Sent Negotiation Won 🎉 Lost All Machines Sanitary PadBaby Diaper Adult DiaperUnder Pad Buffent CapNonwoven Bag Other Newest Follow-up Date Value ↓ Name A–Z Follow-up Days ↑

All Pending Overdue Today This Week This Month All Machines Sanitary PadBaby Diaper Adult DiaperUnder Pad Buffent CapNonwoven Bag Other

🚗 Visits (Upcoming & Recent)

🩺 Sanitary Pad Making Machine

👶 Baby Diaper Making Machine

🏥 Adult Diaper Making Machine

🛏 Under Pad Making Machine

🧢 Buffent Cap Making Machine

🛍 Nonwoven Bag Making Machine

🔧 Other Machine

Status Breakdown

Leads by Machine

New Clients — Last 6 Months

Pipeline Value by Stage

📋 Step 1 — Download Sample Template

Pehle yeh template download karo, fill karo, phir wapas yahan import karo.

⬇ Sample CSV Template Download Karo

CSV Columns Guide — Kya fill karna hai:

#	Column Name	Required?	Example / Options

📂 Step 2 — CSV File Upload Karo

⚠ Duplicate check sirf Phone Number pe hota hai. Same phone wala client dobara add nahi hoga.

📊

Click karo ya CSV file yahan drop karo

CSV file upload karo (Google Sheet → File → Download → CSV format)

🗂 Step 3 — Column Match Karo (Auto-detected)

CRM ne automatically columns detect kar liye hain. Agar galat hai to dropdown se sahi column select karo.

⬆ Import Karo

🔁 Duplicate Phone Numbers 🔄 Refresh

Same phone number wale clients yahan dikhenge. Ek ko rakho, doosre ko delete ya merge karo.

Clients here are soft-deleted. Restore anytime.