Sales CRM v9.5
v7 workflow restored + Edit / Multi-Item / D1 API
Design Library
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Consignment
Installments
+ New Request
Consultation
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Manager Pricing
0
Today
0
Overdue
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Next 7 Days
0
Next 30 Days
0
Paid
$0
Files
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Customer Pipeline
Search, filters, drawer, follow-up, file upload and payment actions restored.
All Dates
Today
Overdue
Next 7 Days
Next 30 Days
All Files
With Files
Without Files
Customer
Request
Key Details
Seller
Status
Payment
Follow-Up
Occasion / Required
Value
Files
Actions
Follow-Up Planner
Customer
×
Add Follow-Up
Send to Manager
Add Files
Payment
Edit Lead
Add Item
Complete
Lost
Add Follow-Up / Contact Note
×
Action Type
Phone Call
WhatsApp
Email
In Store Meeting
Quote Sent
Stone Options Sent
Customer Follow-Up
Internal Note
Reschedule
Update Status
Lead Temperature
Conversation / Reason / Details
Next Action
Next Follow-Up Date
Save Follow-Up
Payment Update
×
Payment Method
Payment Status
Amount Paid Now
Reference
Paid At
Payment Note
Save Payment
Add Images / Files
Multiple photos, certificates, PDFs, STL/CAD or documents.
×
Category
Files
Save Files
Edit Lead / Customer Request
Updates customer, request, status, payment and follow-up details in D1.
×
Customer Name
Phone
Email
Instagram
Request Model
Status
Temperature
Estimated Value
Payment Status
Payment Method
Occasion Date
Required Date
Next Action
Next Follow-Up
Customer Source
VIP Status
Standard
VIP
High Value
Trade
Priority
Normal
High
Urgent
CAD Required?
No
Yes
Unknown
Jewellery Type
Metal
Main Stone
Setting Style
Ring Size / Length
Budget Min
Budget Max
Notes
Save Lead Changes
Add Another Item
Add multiple jewellery / stone / watch / repair items to the same customer request.
×
Item Type
Jewellery Type
Other Jewellery Type
Qty
Budget Min
Budget Max
CAD Required?
No
Yes
Metal
Main Stone
Stone Size / Carat
Quality
Certificate
Ring Size / Length
Setting Style
Item Description / Details
Add Item
Mark Lost
×
Lost Reason
Lost Note
Save Lost