Offline CRM (Lifecycle + CSV + Hierarchy)

Calls list

Today: 0 Overdue: 0

Search (party/city/notes)

Party type

Status

Due	Party	Person	Mobile	Notes	Actions

Birthdays & anniversaries

Today + next 7 days

Party follow up list

Default threshold: 30 days

First calls closed this month

Counts closed calls that include [First call] in notes.

Conversions this month

Inquiry → Routine conversions in current month.

Parties (admin)

Selected: 0

Search parties (firm/city/state)

Type

Inquiry status

Salesman

Default view shows only Distributor + Direct. Select a Distributor/Dealer to drill down.

Hierarchy: select distributor

Show under distributor

Hierarchy: select dealer

Show under dealer

Hierarchy filter results will not include the selected distributor/dealer row.

	Firm	Person name	Mobile	Type	Category	Parent	City/State	Order	Actions

Users & roles

Manage all application users here. Click a row to edit.

ID	Username	Role	Must change?	Actions

User editor

Select a user from the list or click “Add user”.

Username (for new user) Selected existing user

Role

Force password change on next login?

New password (leave blank to keep existing)

Deleting admin or your own user is not allowed.

Emergency reset code

Keep this code private. Anyone with code can reset passwords (handled in backend).

Sales assignment (Distributor)

Sales user

Assigned Distributor (Routine → Distributor)

Each sales user should be assigned exactly one distributor.

Offline CRM

Offline CRM

Calls list

Birthdays & anniversaries

Party follow up list

First calls closed this month

Conversions this month

All calls (admin)

Parties (admin)

CSV import

Notes

Users & roles

User editor

Offline CRM

Calls list

Birthdays & anniversaries

Party follow up list

First calls closed this month

Conversions this month

All calls (admin)

Parties (admin)

CSV import

Notes

Users & roles

User editor

Add / Edit Call (Schedule)

Close call

Add / Edit Party

Choose mobile (WhatsApp)