Field sales prototype

Move every lead to its next action.

Work a live queue: acknowledge assignments, meet first-touch SLAs, capture call evidence, run site visits, and leave every lead with an explicit next action.

1 Tap a lead to inspect the full timeline
2 Use the green phone button to call a new number
3 Complete the call outcome and next action
4 Toggle offline mode under Settings
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1:56 5G   87%
Offline · actions will sync automatically

Wednesday, 19 August

Good afternoon, Ravi

Available · accepting leads Live
New website enquiry 01:30

Sanjay Verma · Jubilee Hills

₹9,200 monthly bill · Residential rooftop · High intent

03Act now
01At risk
02Visits

Next best actions

Recently completed

Your pipeline

Leads

Synced
New lead

Ananya Reddy

+91 98765 43210 · Hyderabad

Lead snapshot

SourceReferral
OwnerRavi Teja
Monthly bill₹5,000
Interest3 kW rooftop

Next action

First call

Today · currently overdue

Due

Timeline

Assigned to you

Matched territory and availability.

Referral received

Phone verified and unified lead identity checked.

Customer profile linked

No duplicate lead found in this workspace.

Call a number

The app will find or create one lead in Hyderabad Central before opening the dialer.

?
Enter a 10-digit mobile number

Phone is the lead key within this workspace.

App and workspace

Settings

Simulation controls

Offline mode

Queue leads and activities locally

Due reminders

Notify 10 minutes before task

Workspace

Hyderabad Central

Pending sync

No queued actions

Synced

Identity and privacy

Phone normalization

India (+91) · E.164 format

Call recording

Off · explicit consent required

Off