PopMedia CRM & Admin Panel

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Account Password

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My Day 0 Dashboard Leads 12 Pipeline Department Pipeline Department Leads Follow Ups 2 Tasks 0 Reports Team

Administration

LP Builder Admin Panel Activity Logs Integrations Settings

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RV

Rajesh Verma Administrator

Dashboard Leads Pipeline Follow Ups

Lead Profile Details

Add New Lead

Warning: Phone number already exists in CRM!

Customer Full Name *

Phone Number *

Email Address

Lead Source *

Customer Profile *

Item / Product Enquired

Estimated Value (₹)

Priority / Tag

Assigned Executive

Address / Location

Follow-up Date

Follow-up Task

Remarks

CSV Lead Import

Upload a standard `.csv` file containing lead columns (Name, Phone, Source, Item, Value).

Complete Follow-Up Task

Schedule Next Follow-Up Date (Optional)

Next Follow-Up Task / Action

Create New Task

Task Title *

Due Date

Assign To (Team Member) *

Tag / Priority

Task Description

Add Custom Lead Field

Field Name *

Field Type

Dropdown Options (Comma separated)

Visible in Lead Management Table Include in Filter Drawer

Add New Team Member

⚠️

User Already Exists A team member with this information already exists.

Full Name *

Email Address *

Phone Number *

Account Password *

Role & Department * Select multiple roles/departments

Executive Calling Team Marketing Team Site Visit Team Design Team 3D Drawing Team Quotation Team Payment Team Manager Admin (All Data)

Role-Based Access Permissions:

Dashboard Lead Management Sales Pipeline Department Leads Follow-Ups Task Management Reports & Analytics View All Team Follow-Ups View All Team Tasks

Active Account

Pipeline Stage

Stage Name *

Stage Color *

Description

Lead Source

Source Name *

Lead Tag

Tag Name *

Confirm Action

Are you sure?

Add Follow Up Type

Follow Up Task Name *

Product Category

Product Category Name *

Customer Profile

Profile Name *

Set Monthly Goal

Executive

-

Goal Type *

Revenue Goal (₹) Task Goal (Count)

Monthly Revenue Goal (₹) *

Recommended for Calling, Sales & Marketing teams (e.g. 500000 for 5L).

Monthly Completed Tasks Goal (Count) *

Recommended for Design, Site Visit, Transport & Service. Overdue tasks deduct 1 penalty point from this score.

Reassign Active Leads

Current Executive

Reassigning leads from: -

Transfer All Active Leads To *

All open and in-progress leads will be transferred to the selected executive. Won and Lost deals remain in historical record.

Executive Overdue Tasks

Loading overdue tasks...

Integration Setup

Admin Password Verification

This action will permanently delete ALL leads, tasks, follow-ups, and custom settings. Please enter your Admin Account Password to confirm reset.

Admin Password *