Konnect
CRM by sada energy
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CRM by sada energy
Sales leads go to Sales Team 1. Projects/dealer leads go to Projects. Service and Repair are separate.
Only leads visible to your role are shown.
Production sees uploaded reference photos. Concerned teams see ready/completed photos and can close ready orders.
Separate service complaint updates. Repair service is handled separately in lead flow.
Reports are generated only for the current user/role. Production reports show order counts, not conversion value.
Admin view of lead, production, service and assignment activity.
Only active assigned leads can be updated.
Won by current user. No dropdown needed.
Update progress and upload completed photos/reports.
Update complaint status and remarks.