DizitalSquare

Lead Management CRM

Select User

Password

Default password: 1234

DizitalSquare

Lead Management CRM

Main

📊 Dashboard

👥 Leads 0

🔔 Reminders 0

Management

📚 Courses

📅 Batches

👔 Sales Team

⚙️ Settings

Account

🚪 Logout

U

User

Salesperson

Dashboard

Overview of your lead management

Lead Pipeline

Lead Sources

Monthly Trend

Team Performance

Recent Leads

Name	Course	Stage	Assigned To	Date

Lead Management

Track and manage all leads

Name	Phone / WhatsApp	Course	Stage	Assigned To	Last Follow-up	Actions

Reminders

Follow-up reminders and scheduled tasks

All

🔴 Overdue

🟡 Today

🔵 Upcoming

Courses

Manage training courses

Batches

Manage course batches and timings

Settings

Manage users, stages, and app configurations

👥 Users

📌 Lead Stages

🌐 Lead Sources

📝 Variables

Name	Email	Role	Actions

Stage Name	Color	Category	Count	Actions

Source Name	Count	Actions

Value	Actions

Sales Team

Team performance overview

Team Members

Name	Total Leads	Active	Converted	Conv. Rate	Pending Follow-ups

Add New Lead

Lead Date *

Full Name *

Email

Phone Number *

WhatsApp Number

Qualification

Experience

Enquiry Type

Location (City)

Course Interested *

Skills (for Internship)

Assign To

Lead Source

Notes

Lead Details

Add Follow-up

Notes *

Update Stage

Assign to Batch

Reason (Lost) *

Reason (Not Interested) *

Follow-up Date

Follow-up Time

Reminder Message

Add Course

Course Name *

Shortname

Duration Number

Duration Unit

Fee (₹)

Description

Add Batch

Course *

Batch Number

Time From

Time To

Start Date

Capacity

Auto-Generated Batch Name *

Add User

Name *

Email *

Role *

Password *

Add Stage

Stage Name *

Color *

Category (Behavior)

Add Source

Source Name *

Add Variable

Value *