Parin CRM

Calls list

Today: 0 Overdue: 0

Search (party/city/notes)

Party type

Status

Party	Person	Mobile	Notes	Due	Actions

Birthdays & anniversaries

Today + next 7 days

Party follow up list

Distributor/Direct

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

Selected: 0

Search parties (firm/city/state)

Type

Inquiry status

Salesman

Default view (no filters) shows only Distributor + Direct. Use Type filter to view Inquiry parties or Hierarchy 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

Parin CRM

Parin CRM

Calls list

Birthdays & anniversaries

Party follow up list

First calls closed this month

Conversions this month

Calls

Parties

CSV import

Notes

User management

Users

Parin CRM

Calls list

Birthdays & anniversaries

Party follow up list

First calls closed this month

Conversions this month

Calls

Parties

CSV import

Notes

User management

Users

Add / Edit Call (Schedule)

Close call

Add / Edit Party

Inquiry details

Routine details

Contact people

Choose a mobile number

First time setup

Add User