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ACI Motors

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Business Unit
ACI Motors

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    Dashboard

    Business Unit:

    Filter Period:
    Select Months
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    Detailed Customer View

    S.L. Contact Customer Date Location Model Sales Officer Rating Visited Visit Notes Closure Status Action

    Top Pending Officers

    Lead Status

    Officer Performance

    Territory Officer Assigned Visited Pending Hot Booked Delivered %

    Visited Customer Log

    Date & Aging Customer Location Model Sales Officer Type Rating Remarks

    Pending Follow-up Summary

    For |

    Territory Officer Name New
    Assigned    		 New
    Pending    		 Resale
    Assigned    		 Resale
    Pending    		 Total
    Pending

    Data Entry

    Managing leads for

    Customer Database

    S.L.ContactNameDateAddressModelOfficerSale TypeVisitedRatingClosureActions

    My Customers

    Portfolio:

    Contact Customer Info Visit Status Actions

    User Management

    Manage officers for

    Sales Officers

    Name Territory/Area Role Actions

    System Administrators

    UsernameRolePasswordActions

    System Main Admin Password Management

    © ACI Motors.

    Crafted by Shahriar

    Processing

    Super Admin Access

    System Management

    Super Admin Control Panel

    Add Customer

    Update Visit

    Create Officer

    Bulk Import Customers

    Select CSV file

    Download Template

    Columns: customer_no, name, date, address, model, sale_type (Resale/New), officer_id (employee_id)

    Bulk Import Officers

    Select CSV file

    Download Template

    Columns: full_name, territory, password/employee_id

    Forward Customer

    Create Sub-Admin

    Add Admin Followup

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    Change Closure Status

    Update closure status for Customer:

    In Process Customer lead is active and in progress
    Booked Vehicle/Machine booking confirmed
    Delivered Product successfully delivered to customer

    Customer Visit Information

    Customer Name
    -
    -
    -
    -
    Lead Rating:

    All Field Visit Notes & Remarks